Valley Financial Group, Inc. Fidelity Covington Tr Low Vola Transaction History
Valley Financial Group, Inc.
- $143 Billion
- Q3 2024
A detailed history of Valley Financial Group, Inc. transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Valley Financial Group, Inc. holds 5,409 shares of FDLO stock, worth $333,627. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,409
Previous 5,310
1.86%
Holding current value
$333,627
Previous $303 Million
9.56%
% of portfolio
0.23%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding FDLO
# of Institutions
138Shares Held
6.6MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.7 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.2 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.6 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.2 Million0.11% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE303KShares$18.7 Million0.83% of portfolio