Stonebridge Financial Planning Group, LLC Fidelity Covington Tr Low Vola Transaction History

Stonebridge Financial Planning Group, LLC

  • $215 Million
  • Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 5,250 shares of FDLO stock, worth $314,790. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,250
Previous 5,250 -0.0%
Holding current value
$314,790
Previous $322,000 1.24%
% of portfolio
0.15%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$56.38 - $61.35 $45,104 - $49,080
-800 Reduced 13.22%
5,250 $322,000
Q2 2024

Aug 07, 2024
SELL
$53.72 - $57.42 $10,744 - $11,484
-200 Reduced 3.2%
6,050 $345,000
Q2 2021

Jul 28, 2021
SELL
$44.27 - $47.15 $48,697 - $51,865
-1,100 Reduced 14.97%
6,250 $302,000
Q4 2020

Jan 27, 2021
BUY
$38.18 - $42.71 $238,625 - $266,937
6,250 Added 568.18%
7,350 $314,000
Q3 2020

Oct 26, 2020
BUY
$36.74 - $41.35 $40,414 - $45,485
1,100 New
1,100 $45,000

Others Institutions Holding FDLO

# of Institutions
150
Shares Held
6.87M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR LOW VOLA

FDLO Quotes by TradingView
  • Ticker FDLO
  • Sector ETFs
  • Industry ETFs
More about FDLO
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email