Herold Advisors, Inc. Fidelity Covington Tr Divid Et Transaction History
Herold Advisors, Inc.
- $411 Million
- Q3 2025
A detailed history of Herold Advisors, Inc. transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, Herold Advisors, Inc. holds 12,320 shares of FDRR stock, worth $734,764. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,320
Previous 7,380
66.94%
Holding current value
$734,764
Previous $400,000
80.5%
% of portfolio
0.18%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FDRR
# of Institutions
106Shares Held
3.06MCall Options Held
0Put Options Held
0-
Ep Wealth Advisors, LLC Torrance, CA349KShares$20.8 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC267KShares$15.9 Million0.0% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$15.7 Million3.12% of portfolio
-
Bank Of America Corp Charlotte, NC231KShares$13.8 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC193KShares$11.5 Million0.01% of portfolio