Uma Financial Services, Inc. Fidelity Covington Tr Low Vola Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 2025
A detailed history of Uma Financial Services, Inc. transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Uma Financial Services, Inc. holds 33 shares of FDLO stock, worth $2,079. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33
Previous 33
-0.0%
Holding current value
$2,079
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
152Shares Held
7.06MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC756KShares$47.6 Million0.06% of portfolio
-
Envestnet Asset Management Inc612KShares$38.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$32.3 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$25.5 Million0.0% of portfolio
-
Kestra Advisory Services, LLC323KShares$20.3 Million0.1% of portfolio