Cerity Partners LLC Fidelity Covington Tr Low Vola Transaction History

Cerity Partners LLC

$44.7 Billion
Q3 2024

A detailed history of Cerity Partners LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Cerity Partners LLC holds 4,394 shares of FDLO stock, worth $268,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,394

Holding current value

$268,517

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$56.38 - $61.35 $247,733 - $269,571	4,394 New	4,394 $269,000

Others Institutions Holding FDLO

# of Institutions

138

Shares Held

6.6M

Call Options Held

100

Put Options Held

Commonwealth Equity Services, LLC

725K
Shares

$44.3 Million
0.07% of portfolio
Envestnet Asset Management Inc

555K
Shares

$33.9 Million
0.01% of portfolio
Roosevelt Investment Group LLC

513K
Shares

$31.3 Million
1.55% of portfolio
Kestra Advisory Services, LLC

312K
Shares

$19.1 Million
0.11% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

303K
Shares

$18.5 Million
0.83% of portfolio

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About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
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