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

923K

Call Options Held

Put Options Held

Evernest Financial Advisors, LLC Carmel, IN

260K
Shares

$6.85 Million
1.89% of portfolio
Commonwealth Equity Services, LLC

232K
Shares

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

193K
Shares

$5.07 Million
1.09% of portfolio
Dentgroup LLC

45K
Shares

$1.18 Million
0.92% of portfolio
Jpmorgan Chase & CO New York, NY

44.4K
Shares

$1.17 Million
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR

Ticker FSMO
Sector ETFs
Industry ETFs

More about FSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Account

Principal Securities, Inc. Fidelity Covington Tr Transaction History