Clearview Wealth Advisors LLC Fidelity Covington Tr Low Vola Transaction History
Clearview Wealth Advisors LLC
- $130 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding FDLO
# of Institutions
150Shares Held
6.87MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$45 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$35.7 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$30.9 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$23.7 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$19.8 Million0.12% of portfolio