Evernest Financial Advisors, LLC Fidelity Covington Tr Transaction History

Evernest Financial Advisors, LLC

  • $255 Million
  • Q1 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 394,676 shares of FSMO stock, worth $10.4 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
394,676
Previous 354,974 11.18%
Holding current value
$10.4 Million
Previous $9.33 Million 11.19%
% of portfolio
4.07%
Previous 2.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
45
Shares Held
3.03M
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
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