Evernest Financial Advisors, LLC Fidelity Covington Tr Transaction History
Evernest Financial Advisors, LLC
- $318 Million
- Q3 2025
A detailed history of Evernest Financial Advisors, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 405,619 shares of FSMO stock, worth $10.7 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
405,619
Previous 406,512
0.22%
Holding current value
$10.7 Million
Previous $10.7 Million
0.22%
% of portfolio
3.36%
Previous 3.88%
Shares
5 transactions
Others Institutions Holding FSMO
# of Institutions
54Shares Held
3.26MCall Options Held
0Put Options Held
0-
Rfg Advisory, LLC Birmingham, AL392KShares$10.3 Million0.38% of portfolio
-
Kerntke Otto Mc Glone Wealth Management Group Appleton, WI391KShares$10.3 Million7.85% of portfolio
-
Commonwealth Equity Services, LLC353KShares$9.28 Million0.01% of portfolio
-
Mai Capital Management299KShares$7.86 Million0.05% of portfolio
-
Menora Mivtachim Holdings Ltd.223KShares$5.86 Million0.03% of portfolio