Rmr Wealth Builders Fidelity Covington Tr Low Vola Transaction History
Rmr Wealth Builders
- $869 Million
- Q2 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 3,785 shares of FDLO stock, worth $231,074. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,785
Previous 3,865
2.07%
Holding current value
$231,074
Previous $217,000
0.92%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding FDLO
# of Institutions
115Shares Held
5.73MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC699KShares$42.7 Million0.06% of portfolio
-
Envestnet Asset Management Inc536KShares$32.7 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.3 Million1.55% of portfolio
-
Kestra Advisory Services, LLC317KShares$19.4 Million0.1% of portfolio
-
Ci Private Wealth, LLC Miami, FL315KShares$19.2 Million0.03% of portfolio