Samalin Investment Counsel, LLC Fidelity Covington Tr Low Vola Transaction History
Samalin Investment Counsel, LLC
- $223 Million
- Q4 2024
A detailed history of Samalin Investment Counsel, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 9,584 shares of FDLO stock, worth $600,437. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,584
Previous 10,347
7.37%
Holding current value
$600,437
Previous $634,000
8.52%
% of portfolio
0.26%
Previous 0.29%
Shares
18 transactions
Others Institutions Holding FDLO
# of Institutions
151Shares Held
6.64MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$46.9 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$37.1 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.1 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$24.6 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$20.6 Million0.12% of portfolio