Creative Planning Fidelity Covington Tr Low Vola Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Creative Planning holds 3,405 shares of FDLO stock, worth $215,264. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,405Holding current value
$215,264% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
148Shares Held
6.58MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$47.3 Million0.07% of portfolio
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Envestnet Asset Management Inc592KShares$37.4 Million0.01% of portfolio
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Roosevelt Investment Group LLC513KShares$32.4 Million1.55% of portfolio
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Bank Of America Corp Charlotte, NC393KShares$24.9 Million0.0% of portfolio
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Kestra Advisory Services, LLC328KShares$20.8 Million0.12% of portfolio