Running Point Capital Advisors, LLC Fidelity Covington Tr Low Vola Transaction History
Running Point Capital Advisors, LLC
- $222 Million
- Q1 2024
A detailed history of Running Point Capital Advisors, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Running Point Capital Advisors, LLC holds 135,262 shares of FDLO stock, worth $7.72 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
135,262
Previous 115,560
17.05%
Holding current value
$7.72 Million
Previous $6.12 Million
24.15%
% of portfolio
3.42%
Previous 2.99%
Shares
8 transactions
Others Institutions Holding FDLO
# of Institutions
108Shares Held
6.02MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC668KShares$38.1 Million0.06% of portfolio
-
Roosevelt Investment Group LLC513KShares$29.2 Million1.55% of portfolio
-
Envestnet Asset Management Inc486KShares$27.7 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL340KShares$19.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC317KShares$18.1 Million0.0% of portfolio