Kestra Private Wealth Services, LLC Fidelity Covington Tr Low Vola Transaction History
Kestra Private Wealth Services, LLC
- $4.36 Billion
- Q1 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 3,783 shares of FDLO stock, worth $217,068. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,783
Previous 5,981
36.75%
Holding current value
$217,068
Previous $316,000
32.91%
% of portfolio
0.0%
Previous 0.01%
Shares
8 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