Avidian Wealth Solutions, LLC Fidelity Covington Tr Low Vola Transaction History
Avidian Wealth Solutions, LLC
- $2.51 Billion
- Q3 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 9,563 shares of FDLO stock, worth $632,114. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,563
Previous 9,666
1.07%
Holding current value
$632,114
Previous $607,000
3.62%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding FDLO
# of Institutions
166Shares Held
6.88MCall 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