Samalin Investment Counsel, LLC Fidelity Covington Tr Low Vola Transaction History
Samalin Investment Counsel, LLC
- $234 Million
- Q1 2025
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 5,491 shares of FDLO stock, worth $348,294. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,491
Previous 9,584
42.71%
Holding current value
$348,294
Previous $580,000
42.76%
% of portfolio
0.14%
Previous 0.26%
Shares
19 transactions
Others Institutions Holding FDLO
# of Institutions
161Shares Held
6.93MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$47.9 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$38.8 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.5 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$25.7 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$20.5 Million0.1% of portfolio