Charter Oak Capital Management, LLC Fidelity Covington Tr Low Vola Put Options Transaction History

Charter Oak Capital Management, LLC

$1.07 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FDLO

# of Institutions

138

Shares Held

6.6M

Call Options Held

100

Put Options Held

0

Commonwealth Equity Services, LLC

725K
Shares

$45.1 Million
0.07% of portfolio
Envestnet Asset Management Inc

555K
Shares

$34.5 Million
0.01% of portfolio
Roosevelt Investment Group LLC

513K
Shares

$31.9 Million
1.55% of portfolio
Kestra Advisory Services, LLC

312K
Shares

$19.4 Million
0.11% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

303K
Shares

$18.9 Million
0.83% of portfolio

About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
Sector ETFs
Industry ETFs

More about FDLO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Charter Oak Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charter Oak Capital Management, LLC with notifications on news.