Atria Investments LLC Fidelity Covington Tr Low Vola Transaction History
Atria Investments LLC
- $7.49 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding FDLO
# of Institutions
146Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45 Million0.07% of portfolio
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Envestnet Asset Management Inc555KShares$34.4 Million0.01% of portfolio
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Roosevelt Investment Group LLC513KShares$31.8 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.4 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC286KShares$17.7 Million0.0% of portfolio