Tempus Wealth Planning, LLC Fidelity Covington Tr Low Vola Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q4 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 25,694 shares of FDLO stock, worth $1.7 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
25,694
Previous 26,494
3.02%
Holding current value
$1.7 Million
Previous $1.75 Million
2.69%
% of portfolio
0.44%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding FDLO
# of Institutions
165Shares Held
6.9MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC733KShares$48.5 Million0.06% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.9 Million1.55% of portfolio
-
Envestnet Asset Management Inc499KShares$33 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC481KShares$31.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC366KShares$24.2 Million0.01% of portfolio