Tyler Stone Wealth Management Fidelity Covington Tr Low Vola Transaction History
Tyler Stone Wealth Management
- $535 Million
- Q4 2024
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 34,108 shares of FDLO stock, worth $2.12 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
34,108
Previous 34,165
0.17%
Holding current value
$2.12 Million
Previous $2.1 Million
1.43%
% of portfolio
0.39%
Previous 0.41%
Shares
12 transactions
Others Institutions Holding FDLO
# of Institutions
149Shares Held
6.58MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$46.4 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$36.8 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.8 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$24.4 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$20.4 Million0.12% of portfolio