Campbell Deegan Wealth Management, LLC Fidelity Covington Tr Low Vola Transaction History
Campbell Deegan Wealth Management, LLC
- $86.9 Billion
- Q1 2025
A detailed history of Campbell Deegan Wealth Management, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Campbell Deegan Wealth Management, LLC holds 305,328 shares of FDLO stock, worth $18.7 Million. This represents 21.29% of its overall portfolio holdings.
Number of Shares
305,328
Previous 288,687
5.76%
Holding current value
$18.7 Million
Previous $17.5 Billion
5.82%
% of portfolio
21.29%
Previous 21.01%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
152Shares Held
7.06MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$46.2 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$37.4 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.3 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$24.7 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$19.7 Million0.1% of portfolio