Cornerstone Planning Group LLC Fidelity Covington Tr Momentum Call Options Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDMO

# of Institutions

90

Shares Held

3.1M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.26M
Shares

$106 Million
0.03% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

228K
Shares

$19.2 Million
2.07% of portfolio
Portfolio Strategies, Inc.

148K
Shares

$12.5 Million
1.46% of portfolio
Cetera Investment Advisers Schaumburg, IL

141K
Shares

$11.9 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

130K
Shares

$11 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

Ticker FDMO
Sector ETFs
Industry ETFs

More about FDMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.