Tempus Wealth Planning, LLC Fidelity Covington Tr Low Vola Transaction History
Tempus Wealth Planning, LLC
- $297 Million
- Q4 2024
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 27,700 shares of FDLO stock, worth $1.73 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
27,700Holding current value
$1.73 Million% of portfolio
0.56%Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
141Shares Held
6.47MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45.3 Million0.07% of portfolio
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Envestnet Asset Management Inc555KShares$34.6 Million0.01% of portfolio
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Roosevelt Investment Group LLC513KShares$32 Million1.55% of portfolio
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Kestra Advisory Services, LLC312KShares$19.5 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC286KShares$17.8 Million0.0% of portfolio