Tyler Stone Wealth Management Fidelity Covington Tr Low Vola Transaction History
Tyler Stone Wealth Management
- $223 Million
- Q1 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 17,475 shares of FDLO stock, worth $1 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
17,475
Previous 17,225
1.45%
Holding current value
$1 Million
Previous $912,000
7.57%
% of portfolio
0.44%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding FDLO
# of Institutions
109Shares Held
6.02MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC668KShares$38.3 Million0.06% of portfolio
-
Roosevelt Investment Group LLC513KShares$29.4 Million1.55% of portfolio
-
Envestnet Asset Management Inc486KShares$27.9 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL340KShares$19.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC317KShares$18.2 Million0.0% of portfolio