Wr Wealth Planners, LLC Fidelity Covington Tr Low Vola Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FDLO
# of Institutions
148Shares Held
6.46MCall Options Held
100Put Options Held
0-
Commonwealth Equity Services, LLC748KShares$46.6 Million0.07% of portfolio
-
Envestnet Asset Management Inc592KShares$36.9 Million0.01% of portfolio
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Roosevelt Investment Group LLC513KShares$32 Million1.55% of portfolio
-
Kestra Advisory Services, LLC328KShares$20.5 Million0.12% of portfolio
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Bank Of America Corp Charlotte, NC286KShares$17.8 Million0.0% of portfolio