Creative Planning Fidelity Covington Tr Low Vola Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Creative Planning holds 8,257 shares of FDLO stock, worth $545,787. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,257
Previous 8,196
0.74%
Holding current value
$545,787
Previous $514,000
5.64%
% of portfolio
0.0%
Previous 0.0%
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