Geo Wealth Management, LLC Fidelity Covington Tr Low Vola Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding FDLO
# of Institutions
153Shares Held
6.9MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$43 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$34 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$29.5 Million1.55% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$22.6 Million0.0% of portfolio
-
Kestra Advisory Services, LLC328KShares$18.9 Million0.12% of portfolio