Ae Wealth Management LLC Fidelity Covington Tr Momentum Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

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 71,629 shares of FDMO stock, worth $4.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

71,629

Previous 62,175 15.21%

Holding current value

$4.7 Million

Previous $3.75 Million 21.64%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2.13M

Call Options Held

Put Options Held

View Full List

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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Fidelity Covington Tr Momentum Transaction History