Ae Wealth Management LLC Fidelity Covington Tr Momentum Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,485 shares of FDMO stock, worth $615,940. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,485
Previous 18,706
59.99%
Holding current value
$615,940
Previous $1.42 Million
56.17%
% of portfolio
0.0%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding FDMO
# of Institutions
87Shares Held
3.02MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.26MShares$104 Million0.03% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH228KShares$18.7 Million2.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL176KShares$14.5 Million0.02% of portfolio
-
Portfolio Strategies, Inc.148KShares$12.2 Million1.46% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL132KShares$10.9 Million0.0% of portfolio