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 $1.08 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,237
Previous 9,001
91.5%
Holding current value
$1.08 Million
Previous $552,000
89.13%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
141Shares Held
6.47MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45.3 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.6 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.5 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC286KShares$17.8 Million0.0% of portfolio