Kingswood Wealth Advisors, LLC Fidelity Covington Tr Low Vola Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,999 shares of FDLO stock, worth $310,437. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,999
Previous 5,890 15.13%
Holding current value
$310,437
Previous $361 Million 16.16%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$60.24 - $63.08 $53,673 - $56,204
-891 Reduced 15.13%
4,999 $303 Million
Q3 2024

Oct 21, 2024
BUY
$56.38 - $61.35 $3,326 - $3,619
59 Added 1.01%
5,890 $361 Million
Q2 2024

Jul 09, 2024
BUY
$53.72 - $57.42 $313,241 - $334,816
5,831 New
5,831 $333 Million
Q4 2023

Jan 16, 2024
BUY
$47.55 - $53.06 $324,148 - $361,710
6,817 New
6,817 $361 Million

Others Institutions Holding FDLO

# of Institutions
146
Shares Held
6.63M
Call Options Held
100
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR LOW VOLA

FDLO Quotes by TradingView
  • Ticker FDLO
  • Sector ETFs
  • Industry ETFs
More about FDLO
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