Keystone Wealth Services, LLC Fidelity Covington Tr Momentum Transaction History
Keystone Wealth Services, LLC
- $418 Million
- Q3 2025
A detailed history of Keystone Wealth Services, LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 6,759 shares of FDMO stock, worth $556,198. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,759
Previous 4,768
41.76%
Holding current value
$556,198
Previous $361,000
55.68%
% of portfolio
0.13%
Previous 0.1%
Shares
3 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