Sax Wealth Advisors, LLC Fidelity Covington Tr Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 53,747 shares of FSMO stock, worth $1.41 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

53,747

Holding current value

$1.41 Million

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	N/A	53,747 New	53,747 $1.41 Million

Others Institutions Holding FSMO

# of Institutions

Shares Held

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

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
Dentgroup LLC

46.4K
Shares

$1.22 Million
0.99% of portfolio

View Full List

About FIDELITY COVINGTON TR

Ticker FSMO
Sector ETFs
Industry ETFs

More about FSMO

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Sax Wealth Advisors, LLC Fidelity Covington Tr Transaction History