Kestra Private Wealth Services, LLC Fidelity Covington Tr Low Vola Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 20,368 shares of FDLO stock, worth $1.26 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,368
Previous 10,298
97.79%
Holding current value
$1.26 Million
Previous $631,000
95.56%
% of portfolio
0.02%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding FDLO
# of Institutions
149Shares Held
6.58MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$46.2 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$36.6 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.6 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$24.3 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$20.3 Million0.12% of portfolio