Rmr Wealth Builders Fidelity Covington Tr Low Vola Transaction History
Rmr Wealth Builders
- $1.08 Billion
- Q2 2025
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 3,540 shares of FDLO stock, worth $232,507. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,540
Previous 3,806
6.99%
Holding current value
$232,507
Previous $230,000
3.48%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding FDLO
# of Institutions
168Shares Held
6.68MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC747KShares$49.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc555KShares$36.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.7 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC444KShares$29.1 Million0.0% of portfolio
-
Kestra Advisory Services, LLC346KShares$22.7 Million0.11% of portfolio