Abound Wealth Management Fidelity Covington Tr Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$24.77 - $27.18 $222 - $244	9 New	9 $249,000

Others Institutions Holding FSMO

# of Institutions

41

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

Jane Street Group, LLC New York, NY

768K
Shares

$20.2 Million
0.01% of portfolio
Kerntke Otto Mc Glone Wealth Management Group Appleton, WI

425K
Shares

$11.2 Million
9.73% of portfolio
Evernest Financial Advisors, LLC Carmel, IN

395K
Shares

$10.4 Million
4.07% of portfolio
Commonwealth Equity Services, LLC

355K
Shares

$9.33 Million
0.01% of portfolio
Menora Mivtachim Holdings Ltd.

146K
Shares

$3.83 Million
0.02% of portfolio

About FIDELITY COVINGTON TR

Ticker FSMO
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