Lloyd Advisory Services, Llc. Fidelity Covington Tr Low Vola Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
152Shares Held
7.06MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$47.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$38.1 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.9 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$25.2 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$20.1 Million0.1% of portfolio