Stonebridge Financial Planning Group, LLC Fidelity Covington Tr Low Vola Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 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 5,250 shares of FDLO stock, worth $328,912. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,250
Previous 6,050
13.22%
Holding current value
$328,912
Previous $345,000
6.67%
% of portfolio
0.16%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding FDLO
# of Institutions
151Shares Held
6.64MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$46.9 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$37.1 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.1 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$24.6 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$20.6 Million0.12% of portfolio