Roxbury Financial LLC Fidelity Covington Tr Divid Et Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, Roxbury Financial LLC holds 13 shares of FDRR stock, worth $687. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$687

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$50.93 - $53.77 $662 - $699	13 New	13 $729,000

Others Institutions Holding FDRR

# of Institutions

105

Shares Held

3.94M

Call Options Held

Put Options Held

Ameritas Advisory Services, LLC Lincoln, NE

988K
Shares

$52.2 Million
1.83% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

393K
Shares

$20.8 Million
0.17% of portfolio
Lehman & Derafelo Financial Resources LLC

263K
Shares

$13.9 Million
3.12% of portfolio
Bank Of America Corp Charlotte, NC

236K
Shares

$12.5 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

223K
Shares

$11.8 Million
0.02% of portfolio

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About FIDELITY COVINGTON TR DIVID ET

Ticker FDRR
Sector ETFs
Industry ETFs

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