Sowell Financial Services LLC Fidelity Covington Tr Low Vola Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
Shares
9 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
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Roosevelt Investment Group LLC513KShares$31.7 Million1.55% of portfolio
-
Kestra Advisory Services, LLC312KShares$19.3 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC286KShares$17.6 Million0.0% of portfolio