Foundations Investment Advisors, LLC Fidelity Covington Tr Low Vola Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 80,915 shares of FDLO stock, worth $5.3 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
80,915
Previous 74,355
8.82%
Holding current value
$5.3 Million
Previous $4.67 Million
14.14%
% of portfolio
0.09%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding FDLO
# of Institutions
170Shares Held
6.68MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC733KShares$48 Million0.06% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.6 Million1.55% of portfolio
-
Envestnet Asset Management Inc499KShares$32.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC444KShares$29.1 Million0.0% of portfolio
-
Kestra Advisory Services, LLC346KShares$22.7 Million0.11% of portfolio