True Wealth Design, LLC Fidelity Covington Tr Low Vola Transaction History
True Wealth Design, LLC
- $405 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
125Shares Held
6.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$45.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.9 Million1.55% of portfolio
-
Kestra Advisory Services, LLC317KShares$19.7 Million0.1% of portfolio
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Ci Private Wealth, LLC Miami, FL315KShares$19.6 Million0.03% of portfolio