A detailed history of Avantax Advisory Services, Inc. transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,864 shares of FDLO stock, worth $542,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,864
Previous 9,763 9.21%
Holding current value
$542,920
Previous $548,000 7.85%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$53.72 - $57.42 $48,294 - $51,620
-899 Reduced 9.21%
8,864 $505,000
Q1 2024

May 08, 2024

BUY
$52.43 - $56.18 $30,199 - $32,359
576 Added 6.27%
9,763 $548,000
Q4 2023

Feb 07, 2024

BUY
$47.55 - $53.06 $24,488 - $27,325
515 Added 5.94%
9,187 $486,000
Q3 2023

Nov 07, 2023

BUY
$48.63 - $51.16 $33,214 - $34,942
683 Added 8.55%
8,672 $421,000
Q2 2023

Aug 11, 2023

BUY
$47.61 - $50.11 $380,356 - $400,328
7,989 New
7,989 $400,000
Q4 2022

Feb 13, 2023

BUY
$42.19 - $48.38 $29,828 - $34,204
707 Added 9.06%
8,511 $393,000
Q3 2022

Nov 01, 2022

BUY
$41.99 - $49.11 $5,542 - $6,482
132 Added 1.72%
7,804 $328,000
Q2 2022

Aug 02, 2022

BUY
$42.69 - $50.44 $17,076 - $20,176
400 Added 5.5%
7,672 $342,000
Q1 2022

Apr 27, 2022

BUY
$46.39 - $52.04 $231 - $260
5 Added 0.07%
7,272 $364,000
Q4 2021

Jan 24, 2022

BUY
$47.56 - $52.57 $37,001 - $40,899
778 Added 11.99%
7,267 $380,000
Q3 2021

Oct 21, 2021

BUY
$47.46 - $50.21 $55,955 - $59,197
1,179 Added 22.2%
6,489 $310,000
Q2 2021

Jul 29, 2021

BUY
$44.27 - $47.15 $235,073 - $250,366
5,310 New
5,310 $251,000
Q4 2020

Jan 22, 2021

SELL
$38.18 - $42.71 $981,302 - $1.1 Million
-25,702 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$36.74 - $41.35 $541,584 - $609,540
14,741 Added 134.49%
25,702 $1.02 Million
Q2 2020

Aug 06, 2020

BUY
$29.9 - $38.39 $20,959 - $26,911
701 Added 6.83%
10,961 $398,000
Q1 2020

Apr 30, 2020

BUY
$26.66 - $40.84 $273,531 - $419,018
10,260 New
10,260 $317,000

Others Institutions Holding FDLO

About FIDELITY COVINGTON TR LOW VOLA


  • Ticker FDLO
  • Sector ETFs
  • Industry ETFs
More about FDLO
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.