Ascent Group, LLC Fidelity Covington Tr Momentum Transaction History

Ascent Group, LLC

$2.26 Billion
Q1 2025

A detailed history of Ascent Group, LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Ascent Group, LLC holds 4,727 shares of FDMO stock, worth $334,766. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,727

Holding current value

$334,766

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$63.36 - $74.35 $299,502 - $351,452	4,727 New	4,727 $307,000

Others Institutions Holding FDMO

# of Institutions

Shares Held

2.87M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.17M
Shares

$82.5 Million
0.03% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

227K
Shares

$16.1 Million
1.93% of portfolio
Portfolio Strategies, Inc.

146K
Shares

$10.3 Million
1.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

133K
Shares

$9.4 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

119K
Shares

$8.42 Million
0.0% of portfolio

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 Ascent Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Group, LLC with notifications on news.

Account