True Wealth Design, LLC Fidelity Covington Tr Low Vola Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
161Shares Held
6.93MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$47.9 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$38.8 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.5 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$25.7 Million0.0% of portfolio
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Kestra Advisory Services, LLC323KShares$20.5 Million0.1% of portfolio