Stonebridge Financial Planning Group, LLC Fidelity Covington Tr Divid Et Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 19,140 shares of FDRR stock, worth $997,959. This represents 0.48% of its overall portfolio holdings.
Number of Shares
19,140
Previous 18,973
0.88%
Holding current value
$997,959
Previous $883,000
4.53%
% of portfolio
0.48%
Previous 0.49%
Shares
9 transactions
Others Institutions Holding FDRR
# of Institutions
92Shares Held
3.81MCall Options Held
0Put Options Held
400-
Ameritas Advisory Services, LLC Lincoln, NE832KShares$43.4 Million1.91% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA415KShares$21.6 Million0.22% of portfolio
-
Lehman & Derafelo Financial Resources LLC263KShares$13.7 Million3.12% of portfolio
-
Bank Of America Corp Charlotte, NC260KShares$13.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC219KShares$11.4 Million0.02% of portfolio