Rmr Wealth Builders Fidelity Covington Tr Low Vola Transaction History
Rmr Wealth Builders
- $939 Million
- Q3 2024
A detailed history of Rmr Wealth Builders transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Rmr Wealth Builders holds 3,791 shares of FDLO stock, worth $234,966. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,791
Previous 3,785
0.16%
Holding current value
$234,966
Previous $215,000
7.91%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding FDLO
# of Institutions
138Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.9 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.4 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.8 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.3 Million0.11% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE303KShares$18.8 Million0.83% of portfolio