Sax Wealth Advisors, LLC Fidelity Covington Tr Momentum Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,811 shares of FDMO stock, worth $560,477. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,811

Previous 6,811 -0.0%

Holding current value

$560,477

Previous $566,000 1.06%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$58.0 - $75.86 $50,170 - $65,618	-865 Reduced 11.27%	6,811 $516,000
Q1 2025 May 14, 2025	SELL	$63.36 - $74.35 $17,994 - $21,115	-284 Reduced 3.57%	7,676 $499,000
Q4 2024 Jan 15, 2025	SELL	$65.49 - $73.33 $74,003 - $82,862	-1,130 Reduced 12.43%	7,960 $554,000
Q3 2024 Oct 17, 2024	SELL	$58.85 - $66.21 $58,850 - $66,210	-1,000 Reduced 9.91%	9,090 $601,000
Q1 2024 May 13, 2024	SELL	$51.59 - $60.48 $59,586 - $69,854	-1,155 Reduced 10.27%	10,090 $609,000

Q4 2023 Feb 14, 2024	SELL	$44.84 - $53.2 $8,968 - $10,640	-200 Reduced 1.75%	11,245 $595,000
Q3 2023 Nov 07, 2023	SELL	$46.41 - $49.49 $15,779 - $16,826	-340 Reduced 2.89%	11,445 $534,000
Q2 2023 Aug 10, 2023	BUY	$44.5 - $48.36 $524,432 - $569,922	11,785 New	11,785 $569,000

Others Institutions Holding FDMO

# of Institutions

Shares Held

3.03M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MOMENTUM

Ticker FDMO
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Sax Wealth Advisors, LLC Fidelity Covington Tr Momentum Transaction History