Integrated Wealth Concepts LLC Fidelity Covington Tr Low Vola Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,075 shares of FDLO stock, worth $516,880. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,075
Previous 8,061
0.17%
Holding current value
$516,880
Previous $488,000
0.2%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding FDLO
# of Institutions
161Shares Held
6.93MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$48.4 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$39.2 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.8 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$25.9 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$20.7 Million0.1% of portfolio