Ever Source Wealth Advisors, LLC Fidelity Covington Tr Low Vola Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 278 shares of FDLO stock, worth $18,375. This represents 0.0% of its overall portfolio holdings.
Number of Shares
278
Previous 278
-0.0%
Holding current value
$18,375
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
166Shares Held
6.89MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC733KShares$48.5 Million0.06% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.9 Million1.55% of portfolio
-
Envestnet Asset Management Inc499KShares$33 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC481KShares$31.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC366KShares$24.2 Million0.01% of portfolio