Foundations Investment Advisors, LLC Fidelity Covington Tr Low Vola Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 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 65,871 shares of FDLO stock, worth $4 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
65,871
Previous 17,237
282.15%
Holding current value
$4 Million
Previous $1.04 Million
282.47%
% of portfolio
0.08%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FDLO
# of Institutions
152Shares Held
7.06MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$45.9 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$37.2 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.2 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$24.6 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$19.6 Million0.1% of portfolio