Hoxton Planning & Management, LLC Fidelity Covington Tr Low Vola Transaction History
Hoxton Planning & Management, LLC
- $300 Million
- Q3 2025
A detailed history of Hoxton Planning & Management, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 3,561 shares of FDLO stock, worth $234,420. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,561
Previous 3,561
-0.0%
Holding current value
$234,420
Previous $223,000
4.93%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding FDLO
# of Institutions
170Shares Held
6.67MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC733KShares$48.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc555KShares$36.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.7 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC444KShares$29.2 Million0.0% of portfolio
-
Kestra Advisory Services, LLC346KShares$22.8 Million0.11% of portfolio