Orgel Wealth Management, LLC Fidelity Covington Tr Momentum Transaction History
Orgel Wealth Management, LLC
- $4.24 Billion
- Q4 2025
A detailed history of Orgel Wealth Management, LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 8,961 shares of FDMO stock, worth $737,400. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,961
Previous 9,108
1.61%
Holding current value
$737,400
Previous $757,000
2.64%
% of portfolio
0.02%
Previous 0.02%
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