Acg Wealth Fidelity Covington Tr Low Vola Transaction History
Acg Wealth
- $437 Million
- Q3 2022
A detailed history of Acg Wealth transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Acg Wealth holds 19,315 shares of FDLO stock, worth $1.2 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
19,315
Previous 19,665
1.78%
Holding current value
$1.2 Million
Previous $877,000
7.53%
% of portfolio
0.19%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding FDLO
# of Institutions
138Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.9 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.4 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.8 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.3 Million0.11% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE303KShares$18.8 Million0.83% of portfolio