Lehman & Derafelo Financial Resources LLC Fidelity Covington Tr Divid Et Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 263,357 shares of FDRR stock, worth $13.5 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
263,357
Previous 300,401
12.33%
Holding current value
$13.5 Million
Previous $10.7 Million
1.51%
% of portfolio
3.12%
Previous 3.36%
Shares
17 transactions
Others Institutions Holding FDRR
# of Institutions
93Shares Held
3.91MCall Options Held
0Put Options Held
400-
Ameritas Advisory Services, LLC Lincoln, NE789KShares$40.5 Million1.48% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA415KShares$21.3 Million0.22% of portfolio
-
Commonwealth Equity Services, LLC345KShares$17.7 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC260KShares$13.4 Million0.0% of portfolio
-
Private Advisor Group, LLC193KShares$9.91 Million0.06% of portfolio