Legacy Capital Group California, Inc. Fidelity Covington Tr Momentum Transaction History

Legacy Capital Group California, Inc.

$301 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$56.32 - $64.38 $260,648 - $297,950	4,628 New	4,628 $295 Million

Others Institutions Holding FDMO

# of Institutions

54

Shares Held

2.13M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.07M
Shares

$78.1 Million
0.02% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

232K
Shares

$17 Million
1.96% of portfolio
Cetera Investment Advisers Schaumburg, IL

88.8K
Shares

$6.51 Million
0.01% of portfolio
Ae Wealth Management LLC

79.4K
Shares

$5.82 Million
0.05% of portfolio
Cerity Partners LLC New York, NY

70.3K
Shares

$5.15 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

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