Win Advisors, Inc Fidelity Covington Tr Low Vola Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

A detailed history of Win Advisors, Inc transactions in Fidelity Covington Tr Low Vola stock. As of the latest transaction made, Win Advisors, Inc holds 153,107 shares of FDLO stock, worth $9.15 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares

153,107

Holding current value

$9.15 Million

% of portfolio

4.63%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$56.38 - $61.35 $8.63 Million - $9.39 Million	153,107 New	153,107 $9.39 Million

Others Institutions Holding FDLO

# of Institutions

138

Shares Held

6.6M

Call Options Held

100

Put Options Held

Commonwealth Equity Services, LLC

725K
Shares

$43.3 Million
0.07% of portfolio
Envestnet Asset Management Inc

555K
Shares

$33.1 Million
0.01% of portfolio
Roosevelt Investment Group LLC

513K
Shares

$30.6 Million
1.55% of portfolio
Kestra Advisory Services, LLC

312K
Shares

$18.6 Million
0.11% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

303K
Shares

$18.1 Million
0.83% of portfolio

View Full List

About FIDELITY COVINGTON TR LOW VOLA

Ticker FDLO
Sector ETFs
Industry ETFs

More about FDLO

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