Tyler Stone Wealth Management Fidelity Covington Tr Low Vola Transaction History
Tyler Stone Wealth Management
- $580 Million
- Q2 2025
A detailed history of Tyler Stone Wealth Management transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Tyler Stone Wealth Management holds 33,877 shares of FDLO stock, worth $2.23 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
33,877
Previous 34,159
0.83%
Holding current value
$2.23 Million
Previous $2.07 Million
2.75%
% of portfolio
0.37%
Previous 0.4%
Shares
14 transactions
Others Institutions Holding FDLO
# of Institutions
170Shares Held
6.67MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC733KShares$48.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc555KShares$36.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.7 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC444KShares$29.2 Million0.0% of portfolio
-
Kestra Advisory Services, LLC346KShares$22.8 Million0.11% of portfolio