Valley Financial Group, Inc. Fidelity Covington Tr Low Vola Transaction History
Valley Financial Group, Inc.
- $136 Billion
- Q2 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 5,310 shares of FDLO stock, worth $324,175. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,310
Previous 5,310
-0.0%
Holding current value
$324,175
Previous $298 Million
1.53%
% of portfolio
0.22%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
115Shares Held
5.73MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC699KShares$42.7 Million0.06% of portfolio
-
Envestnet Asset Management Inc536KShares$32.7 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.3 Million1.55% of portfolio
-
Kestra Advisory Services, LLC317KShares$19.4 Million0.1% of portfolio
-
Ci Private Wealth, LLC Miami, FL315KShares$19.2 Million0.03% of portfolio