Evernest Financial Advisors, LLC Fidelity Covington Tr Transaction History

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 406,512 shares of FSMO stock, worth $10.7 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares
406,512
Previous 394,676 3.0%
Holding current value
$10.7 Million
Previous $10.4 Million 3.0%
% of portfolio
3.88%
Previous 4.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
11,836 Added 3.0%
406,512 $10.7 Million
Q1 2025

May 09, 2025
BUY
N/A
39,702 Added 11.18%
394,676 $10.4 Million
Q4 2024

Jan 23, 2025
BUY
N/A
94,559 Added 36.31%
354,974 $9.33 Million
Q3 2024

Oct 21, 2024
BUY
$24.77 - $27.18 $6.45 Million - $7.08 Million
260,415 New
260,415 $6.85 Million

Others Institutions Holding FSMO

# of Institutions
50
Shares Held
2.72M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR

FSMO Quotes by TradingView
  • Ticker FSMO
  • Sector ETFs
  • Industry ETFs
More about FSMO
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email