Capstone Financial Advisors, Inc. Fidelity Covington Tr Low Vola Transaction History
Capstone Financial Advisors, Inc.
- $1.62 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding FDLO
# of Institutions
138Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.3 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$33.9 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.3 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19 Million0.11% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE303KShares$18.5 Million0.83% of portfolio