Sovereign Financial Group, Inc. Fidelity Covington Tr Low Vola Transaction History
Sovereign Financial Group, Inc.
- $426 Million
- Q4 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,018 shares of FDLO stock, worth $302,083. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,018
Previous 5,000
0.36%
Holding current value
$302,083
Previous $306,000
0.65%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
150Shares Held
6.87MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$45.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$35.7 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$30.9 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$23.7 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$19.8 Million0.12% of portfolio