Allworth Financial LP Fidelity Covington Tr Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

A detailed history of Allworth Financial LP transactions in Fidelity Covington Tr stock. As of the latest transaction made, Allworth Financial LP holds 47 shares of FSMO stock, worth $1,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,235

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	N/A	47 New	47 $1,000

Others Institutions Holding FSMO

# of Institutions

Shares Held

1.76M

Call Options Held

Put Options Held

Kerntke Otto Mc Glone Wealth Management Group Appleton, WI

425K
Shares

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

355K
Shares

$9.33 Million
2.57% of portfolio
Commonwealth Equity Services, LLC

355K
Shares

$9.33 Million
0.01% of portfolio
San Luis Wealth Advisors LLC San Luis Obispo, CA

143K
Shares

$3.75 Million
0.81% of portfolio
Wealth Quarterback LLC Toms River, NJ

139K
Shares

$3.67 Million
2.11% of portfolio

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About FIDELITY COVINGTON TR

Ticker FSMO
Sector ETFs
Industry ETFs

More about FSMO

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