Future Financial Wealth Managment LLC Fidelity Covington Tr Low Vola Transaction History
Future Financial Wealth Managment LLC
- $138 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FDLO
# of Institutions
138Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.9 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.4 Million0.11% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE303KShares$18.9 Million0.83% of portfolio