Capital A Wealth Management, LLC Fidelity Covington Tr Low Vola Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 16 shares of FDLO stock, worth $1,053. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16
Previous 14
14.29%
Holding current value
$1,053
Previous $849,000
0.12%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
170Shares Held
6.67MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC733KShares$48.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc555KShares$36.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.7 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC444KShares$29.2 Million0.0% of portfolio
-
Kestra Advisory Services, LLC346KShares$22.8 Million0.11% of portfolio