Cary Street Partners Investment Advisory LLC Fidelity Covington Tr Low Vola Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 10,732 shares of FDLO stock, worth $667,530. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,732
Previous 12,034
10.82%
Holding current value
$667,530
Previous $686,000
4.08%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
125Shares Held
6.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.9 Million1.55% of portfolio
-
Kestra Advisory Services, LLC317KShares$19.7 Million0.1% of portfolio
-
Ci Private Wealth, LLC Miami, FL315KShares$19.6 Million0.03% of portfolio