Ep Wealth Advisors, LLC Fidelity Covington Tr Low Vola Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,639 shares of FDLO stock, worth $100,159. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,639Holding current value
$100,159% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
138Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.3 Million0.07% of portfolio
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Envestnet Asset Management Inc555KShares$33.9 Million0.01% of portfolio
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Roosevelt Investment Group LLC513KShares$31.3 Million1.55% of portfolio
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Kestra Advisory Services, LLC312KShares$19.1 Million0.11% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE303KShares$18.5 Million0.83% of portfolio