Wealth Quarterback LLC Fidelity Covington Tr Transaction History
Wealth Quarterback LLC
- $241 Million
- Q3 2025
A detailed history of Wealth Quarterback LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Wealth Quarterback LLC holds 139,627 shares of FSMO stock, worth $3.67 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
139,627
Previous 133,914
4.27%
Holding current value
$3.67 Million
Previous $3.52 Million
4.26%
% of portfolio
1.52%
Previous 1.73%
Shares
3 transactions
Others Institutions Holding FSMO
# of Institutions
54Shares Held
3.26MCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN406KShares$10.7 Million3.36% of portfolio
-
Rfg Advisory, LLC Birmingham, AL392KShares$10.3 Million0.38% of portfolio
-
Kerntke Otto Mc Glone Wealth Management Group Appleton, WI391KShares$10.3 Million7.85% of portfolio
-
Commonwealth Equity Services, LLC353KShares$9.28 Million0.01% of portfolio
-
Mai Capital Management299KShares$7.86 Million0.05% of portfolio