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 $14.7 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
263,357
Previous 300,401
12.33%
Holding current value
$14.7 Million
Previous $10.7 Million
1.51%
% of portfolio
3.12%
Previous 3.36%
Shares
17 transactions
Others Institutions Holding FDRR
# of Institutions
104Shares Held
3.76MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE722KShares$40.2 Million2.11% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA377KShares$21 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC223KShares$12.4 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC197KShares$11 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC184KShares$10.2 Million0.0% of portfolio