Private Wealth Asset Management, LLC Fidelity Covington Tr Low Vola Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 1,050 shares of FDLO stock, worth $69,510. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,050
Previous 1,050
-0.0%
Holding current value
$69,510
Previous $63.7 Million
3.6%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
169Shares Held
6.67MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC747KShares$49.5 Million0.06% of portfolio
-
Envestnet Asset Management Inc555KShares$36.7 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.9 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC444KShares$29.4 Million0.0% of portfolio
-
Kestra Advisory Services, LLC346KShares$22.9 Million0.11% of portfolio