Next Level Wealth Planning, LLC Fidelity Covington Tr Divid Et Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 4,445 shares of FDRR stock, worth $232,740. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,445Holding current value
$232,740% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding FDRR
# of Institutions
97Shares Held
3.94MCall Options Held
0Put Options Held
0-
Ameritas Advisory Services, LLC Lincoln, NE988KShares$51.7 Million1.83% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA416KShares$21.8 Million0.19% of portfolio
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Lehman & Derafelo Financial Resources LLC263KShares$13.8 Million3.12% of portfolio
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Bank Of America Corp Charlotte, NC250KShares$13.1 Million0.0% of portfolio
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Commonwealth Equity Services, LLC219KShares$11.5 Million0.02% of portfolio