Atlas Wealth LLC Fidelity Covington Tr Divid Et Transaction History

Atlas Wealth LLC

$644 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	SELL	$38.8 - $42.32 $27,547 - $30,047	-710 Reduced 11.93%	5,240 $213 Million
Q4 2022 Feb 14, 2023	BUY	$35.77 - $41.89 $212,831 - $249,245	5,950 New	5,950 $237 Million

Others Institutions Holding FDRR

# of Institutions

93

Shares Held

3.91M

Call Options Held

0

Put Options Held

400

Ameritas Advisory Services, LLC Lincoln, NE

789K
Shares

$40.4 Million
1.48% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

415K
Shares

$21.2 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

345K
Shares

$17.7 Million
0.03% of portfolio
Lehman & Derafelo Financial Resources LLC

263K
Shares

$13.5 Million
3.12% of portfolio
Bank Of America Corp Charlotte, NC

260K
Shares

$13.3 Million
0.0% of portfolio

About FIDELITY COVINGTON TR DIVID ET

Ticker FDRR
Sector ETFs
Industry ETFs

More about FDRR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Wealth LLC with notifications on news.