Charter Oak Capital Management, LLC Fidelity Covington Tr Low Vola Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
152Shares Held
7.06MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$46.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$37.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.4 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$24.8 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$19.8 Million0.1% of portfolio