Foundations Investment Advisors, LLC Fidelity Covington Tr Low Vola Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
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 17,237 shares of FDLO stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,237
Previous 9,001
91.5%
Holding current value
$1.06 Million
Previous $552,000
89.13%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
149Shares Held
6.58MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$46.2 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$36.6 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.6 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$24.3 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$20.3 Million0.12% of portfolio