Kestra Private Wealth Services, LLC Fidelity Covington Tr Momentum 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 Momentum stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 63,924 shares of FDMO stock, worth $5.26 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
63,924
Previous 62,569
2.17%
Holding current value
$5.26 Million
Previous $4.75 Million
12.01%
% of portfolio
0.07%
Previous 0.07%
Shares
8 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