Rmr Wealth Builders Fidelity Covington Tr Low Vola Transaction History
Rmr Wealth Builders
- $958 Million
- Q4 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 3,798 shares of FDLO stock, worth $237,261. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,798
Previous 3,798
-0.0%
Holding current value
$237,261
Previous $230,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding FDLO
# of Institutions
141Shares Held
6.47MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45.3 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.6 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.5 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC286KShares$17.8 Million0.0% of portfolio