Personal Cfo Solutions, LLC Fidelity Covington Tr Low Vola Transaction History
Personal Cfo Solutions, LLC
- $600 Million
- Q1 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 38,480 shares of FDLO stock, worth $2.21 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
38,480
Previous 22,001
74.9%
Holding current value
$2.21 Million
Previous $1.17 Million
85.49%
% of portfolio
0.36%
Previous 0.21%
Shares
2 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