Ae Wealth Management LLC Fidelity Covington Tr Momentum Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Ae Wealth Management LLC holds 87,771 shares of FDMO stock, worth $6.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

87,771

Previous 84,222 4.21%

Holding current value

$6.32 Million

Previous $5.86 Million 2.59%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$63.36 - $74.35 $224,864 - $263,868	3,549 Added 4.21%	87,771 $5.71 Million
Q4 2024 Feb 13, 2025	BUY	$65.49 - $73.33 $317,757 - $355,797	4,852 Added 6.11%	84,222 $5.86 Million
Q3 2024 Nov 14, 2024	BUY	$58.85 - $66.21 $455,557 - $512,531	7,741 Added 10.81%	79,370 $5.25 Million
Q2 2024 Aug 12, 2024	BUY	$56.32 - $64.38 $532,449 - $608,648	9,454 Added 15.21%	71,629 $4.56 Million
Q1 2024 May 15, 2024	SELL	$51.59 - $60.48 $30,283 - $35,501	-587 Reduced 0.94%	62,175 $3.75 Million
Q4 2023 Feb 14, 2024	BUY	$44.84 - $53.2 $86,586 - $102,729	1,931 Added 3.17%	62,762 $3.32 Million
Q3 2023 Oct 11, 2023	BUY	$46.41 - $49.49 $538,912 - $574,677	11,612 Added 23.59%	60,831 $2.84 Million
Q2 2023 Jul 10, 2023	BUY	$44.5 - $48.36 $738,077 - $802,098	16,586 Added 50.83%	49,219 $2.38 Million
Q1 2023 Apr 14, 2023	BUY	$42.1 - $45.0 $377,173 - $403,155	8,959 Added 37.84%	32,633 $1.46 Million
Q4 2022 Jan 31, 2023	BUY	$41.25 - $45.73 $976,552 - $1.08 Million	23,674 New	23,674 $1.01 Million

Others Institutions Holding FDMO

# of Institutions

Shares Held

2.87M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR MOMENTUM

Ticker FDMO
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Ae Wealth Management LLC Fidelity Covington Tr Momentum Transaction History