Great Valley Advisor Group, Inc. Fidelity Covington Tr Low Vola Transaction History
Great Valley Advisor Group, Inc.
- $3.45 Billion
- Q2 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 14,248 shares of FDLO stock, worth $862,146. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,248
Previous 14,245
0.02%
Holding current value
$862,146
Previous $800,000
1.5%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FDLO
# of Institutions
122Shares Held
6.17MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$43.9 Million0.07% of portfolio
-
Envestnet Asset Management Inc536KShares$32.4 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31 Million1.55% of portfolio
-
Kestra Advisory Services, LLC317KShares$19.2 Million0.1% of portfolio
-
Ci Private Wealth, LLC Miami, FL315KShares$19.1 Million0.03% of portfolio