Allworth Financial LP Fidelity Covington Tr Low Vola Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

A detailed history of Allworth Financial LP transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Allworth Financial LP holds 47 shares of FDLO stock, worth $2,913. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,913

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$56.38 - $61.35 $2,649 - $2,883	47 New	47 $2,000
Q3 2023 Oct 31, 2023	BUY	$48.63 - $51.16 $6,954 - $7,315	143 New	143 $6,000

Others Institutions Holding FDLO

# of Institutions

138

Shares Held

6.6M

Call Options Held

100

Put Options Held

Commonwealth Equity Services, LLC

725K
Shares

$44.9 Million
0.07% of portfolio
Envestnet Asset Management Inc

555K
Shares

$34.4 Million
0.01% of portfolio
Roosevelt Investment Group LLC

513K
Shares

$31.8 Million
1.55% of portfolio
Kestra Advisory Services, LLC

312K
Shares

$19.3 Million
0.11% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

303K
Shares

$18.8 Million
0.83% of portfolio

View Full List

About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
Sector ETFs
Industry ETFs

More about FDLO

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