Great Valley Advisor Group, Inc. Fidelity Covington Tr Low Vola Transaction History
Great Valley Advisor Group, Inc.
- $3.21 Billion
- Q1 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 14,245 shares of FDLO stock, worth $817,378. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,245
Previous 14,243
0.01%
Holding current value
$817,378
Previous $754,000
6.1%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
109Shares Held
6.02MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC668KShares$38.3 Million0.06% of portfolio
-
Roosevelt Investment Group LLC513KShares$29.4 Million1.55% of portfolio
-
Envestnet Asset Management Inc486KShares$27.9 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL340KShares$19.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC317KShares$18.2 Million0.0% of portfolio