Avidian Wealth Solutions, LLC Fidelity Covington Tr Low Vola Transaction History
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
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 7,806 shares of FDLO stock, worth $487,640. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,806
Previous 8,170
4.46%
Holding current value
$487,640
Previous $501,000
5.79%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
141Shares Held
6.47MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45.3 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.6 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.5 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC286KShares$17.8 Million0.0% of portfolio