Briaud Financial Planning, Inc Fidelity Covington Tr Low Vola Transaction History
Briaud Financial Planning, Inc
- $254 Million
- Q2 2025
A detailed history of Briaud Financial Planning, Inc transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 722 shares of FDLO stock, worth $45,991. This represents 0.02% of its overall portfolio holdings.
Number of Shares
722Holding current value
$45,991% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
166Shares Held
6.91MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC747KShares$47.6 Million0.06% of portfolio
-
Envestnet Asset Management Inc555KShares$35.4 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.7 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$25.8 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$20.6 Million0.1% of portfolio