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 $311,617. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,018
Previous 5,000
0.36%
Holding current value
$311,617
Previous $306,000
0.65%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
146Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.4 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.8 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.4 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC286KShares$17.7 Million0.0% of portfolio