Abundance Wealth Counselors Fidelity Covington Tr Low Vola Transaction History
Abundance Wealth Counselors
- $478 Million
- Q1 2025
A detailed history of Abundance Wealth Counselors transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Abundance Wealth Counselors holds 83,854 shares of FDLO stock, worth $5.28 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
83,854
Previous 194,733
56.94%
Holding current value
$5.28 Million
Previous $11.8 Million
58.41%
% of portfolio
1.03%
Previous 2.57%
Shares
25 transactions
Others Institutions Holding FDLO
# of Institutions
153Shares Held
7.07MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$47.6 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$38.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.3 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$25.5 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$20.3 Million0.1% of portfolio