Ae Wealth Management LLC Fidelity Covington Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 341 shares of FSMO stock, worth $8,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares

341

Holding current value

$8,964

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	N/A	341 New	341 $8,000

Others Institutions Holding FSMO

# of Institutions

Shares Held

1.18M

Call Options Held

Put Options Held

Evernest Financial Advisors, LLC Carmel, IN

355K
Shares

$9.33 Million
2.57% of portfolio
San Luis Wealth Advisors LLC San Luis Obispo, CA

186K
Shares

$4.89 Million
0.95% of portfolio
Commonwealth Equity Services, LLC

181K
Shares

$4.75 Million
0.01% of portfolio
Sk Wealth Management, LLC Providence, RI

83.5K
Shares

$2.2 Million
1.15% of portfolio
Sax Wealth Advisors, LLC Parsippany, NJ

53.7K
Shares

$1.41 Million
0.11% of portfolio

View Full List

About FIDELITY COVINGTON TR

Ticker FSMO
Sector ETFs
Industry ETFs

More about FSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account