Principal Securities, Inc. Fidelity Covington Tr Transaction History

Principal Securities, Inc.

$4.14 Trillion
Q3 2024

A detailed history of Principal Securities, Inc. transactions in Fidelity Covington Tr stock. As of the latest transaction made, Principal Securities, Inc. holds 757 shares of FSMO stock, worth $19,901. This represents 0.0% of its overall portfolio holdings.

Number of Shares

757

Holding current value

$19,901

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$24.77 - $27.18 $18,750 - $20,575	757 New	757 $20.8 Million

Others Institutions Holding FSMO

# of Institutions

Shares Held

1.17M

Call Options Held

Put Options Held

Evernest Financial Advisors, LLC Carmel, IN

355K
Shares

$9.33 Million
2.57% of portfolio
Commonwealth Equity Services, LLC

232K
Shares

$6.1 Million
0.01% of portfolio
San Luis Wealth Advisors LLC San Luis Obispo, CA

186K
Shares

$4.89 Million
0.95% of portfolio
Sk Wealth Management, LLC Providence, RI

83.5K
Shares

$2.2 Million
1.15% of portfolio
Sax Wealth Advisors, LLC Parsippany, NJ

53.7K
Shares

$1.41 Million
0.11% of portfolio

View Full List

About FIDELITY COVINGTON TR

Ticker FSMO
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Principal Securities, Inc. Fidelity Covington Tr Transaction History