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 $326,025. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,250
Previous 6,050 13.22%
Holding current value
$326,025
Previous $345,000 6.67%
% of portfolio
0.16%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$56.38 - $61.35 $45,104 - $49,080
-800 Reduced 13.22%
5,250 $322,000
Q2 2024

Aug 07, 2024
SELL
$53.72 - $57.42 $10,744 - $11,484
-200 Reduced 3.2%
6,050 $345,000
Q2 2021

Jul 28, 2021
SELL
$44.27 - $47.15 $48,697 - $51,865
-1,100 Reduced 14.97%
6,250 $302,000
Q4 2020

Jan 27, 2021
BUY
$38.18 - $42.71 $238,625 - $266,937
6,250 Added 568.18%
7,350 $314,000
Q3 2020

Oct 26, 2020
BUY
$36.74 - $41.35 $40,414 - $45,485
1,100 New
1,100 $45,000

Others Institutions Holding FDLO

# of Institutions
146
Shares Held
6.6M
Call Options Held
100
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR LOW VOLA

FDLO Quotes by TradingView
  • Ticker FDLO
  • Sector ETFs
  • Industry ETFs
More about FDLO
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