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 $611,205. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,335
Previous 8,335
-0.0%
Holding current value
$611,205
Previous $531,000
3.77%
% of portfolio
0.22%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding FDMO
# of Institutions
54Shares Held
2.13MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.07MShares$78.1 Million0.02% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH232KShares$17 Million1.96% of portfolio
-
Cetera Investment Advisers Schaumburg, IL88.8KShares$6.51 Million0.01% of portfolio
-
Ae Wealth Management LLC79.4KShares$5.82 Million0.05% of portfolio
-
Cerity Partners LLC New York, NY70.3KShares$5.15 Million0.01% of portfolio