Samalin Investment Counsel, LLC Fidelity Covington Tr Low Vola Transaction History
Samalin Investment Counsel, LLC
- $222 Million
- Q3 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 10,347 shares of FDLO stock, worth $638,099. This represents 0.29% of its overall portfolio holdings.
Number of Shares
10,347
Previous 10,154
1.9%
Holding current value
$638,099
Previous $579,000
9.5%
% of portfolio
0.29%
Previous 0.28%
Shares
17 transactions
Others Institutions Holding FDLO
# of Institutions
138Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.7 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.2 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.6 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.2 Million0.11% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE303KShares$18.7 Million0.83% of portfolio