Stonebridge Financial Planning Group, LLC Fidelity Covington Tr Low Vola Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 6,050 shares of FDLO stock, worth $367,477. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,050
Previous 6,250
3.2%
Holding current value
$367,477
Previous $351,000
1.71%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding FDLO
# of Institutions
115Shares Held
5.73MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC699KShares$42.4 Million0.06% of portfolio
-
Envestnet Asset Management Inc536KShares$32.6 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.1 Million1.55% of portfolio
-
Kestra Advisory Services, LLC317KShares$19.3 Million0.1% of portfolio
-
Ci Private Wealth, LLC Miami, FL315KShares$19.1 Million0.03% of portfolio