Ep Wealth Advisors, LLC Fidelity Covington Tr Low Vola Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 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 1,822 shares of FDLO stock, worth $112,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,822
Previous 1,639 11.17%
Holding current value
$112,472
Previous $100,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$60.24 - $63.08 $11,023 - $11,543
183 Added 11.17%
1,822 $110,000
Q3 2024

Nov 14, 2024
BUY
$56.38 - $61.35 $92,406 - $100,552
1,639 New
1,639 $100,000

Others Institutions Holding FDLO

# of Institutions
149
Shares Held
6.58M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR LOW VOLA

FDLO Quotes by TradingView
  • Ticker FDLO
  • Sector ETFs
  • Industry ETFs
More about FDLO
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