Hoxton Planning & Management, LLC Fidelity Covington Tr Momentum Transaction History
Hoxton Planning & Management, LLC
- $256 Million
- Q3 2024
A detailed history of Hoxton Planning & Management, LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 8,335 shares of FDMO stock, worth $603,454. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,335
Previous 8,335
-0.0%
Holding current value
$603,454
Previous $531,000
3.77%
% of portfolio
0.22%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding FDMO
# of Institutions
57Shares Held
2.17MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.07MShares$77.1 Million0.02% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH228KShares$16.5 Million2.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL88.8KShares$6.43 Million0.01% of portfolio
-
Ae Wealth Management LLC79.4KShares$5.75 Million0.05% of portfolio
-
Cerity Partners LLC New York, NY70.3KShares$5.09 Million0.01% of portfolio