Kestra Private Wealth Services, LLC Fidelity Covington Tr Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 12,744 shares of FSMO stock, worth $335,039. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,744
Previous 13,026
2.16%
Holding current value
$335,039
Previous $342,000
2.05%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FSMO
# of Institutions
54Shares Held
3.26MCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN406KShares$10.7 Million3.36% of portfolio
-
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