Avidian Wealth Solutions, LLC Fidelity Covington Tr Low Vola Transaction History
Avidian Wealth Solutions, LLC
- $2.18 Billion
- Q1 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 9,695 shares of FDLO stock, worth $569,387. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,695
Previous 7,806
24.2%
Holding current value
$569,387
Previous $472,000
24.36%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FDLO
# of Institutions
152Shares Held
6.84MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$44 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$34.8 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$30.1 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$23.1 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$19.3 Million0.12% of portfolio