True Wealth Design, LLC Fidelity Covington Tr Low Vola Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
138Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44 Million0.07% of portfolio
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Envestnet Asset Management Inc555KShares$33.7 Million0.01% of portfolio
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Roosevelt Investment Group LLC513KShares$31.1 Million1.55% of portfolio
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Kestra Advisory Services, LLC312KShares$18.9 Million0.11% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE303KShares$18.4 Million0.83% of portfolio