Private Wealth Asset Management, LLC Fidelity Covington Tr Low Vola Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 1,050 shares of FDLO stock, worth $69,405. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,050
Previous 1,050
-0.0%
Holding current value
$69,405
Previous $65.9 Million
99.9%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
166Shares Held
6.9MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC733KShares$48.5 Million0.06% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.9 Million1.55% of portfolio
-
Envestnet Asset Management Inc499KShares$33 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC481KShares$31.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC366KShares$24.2 Million0.01% of portfolio