Great Valley Advisor Group, Inc. Fidelity Covington Tr Low Vola Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 14,250 shares of FDLO stock, worth $880,507. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,250
Previous 14,248
0.01%
Holding current value
$880,507
Previous $812,000
7.64%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FDLO
# of Institutions
141Shares Held
6.59MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.8 Million0.07% of portfolio
-
Envestnet Asset Management Inc555KShares$34.3 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.7 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.3 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC286KShares$17.6 Million0.0% of portfolio