Rmr Wealth Builders Fidelity Covington Tr Low Vola Transaction History
Rmr Wealth Builders
- $936 Million
- Q1 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 3,806 shares of FDLO stock, worth $223,526. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,806
Previous 3,798
0.21%
Holding current value
$223,526
Previous $230,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding FDLO
# of Institutions
152Shares Held
6.84MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$44 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$34.8 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$30.1 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$23.1 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$19.3 Million0.12% of portfolio