Atria Wealth Solutions, Inc. Fidelity Covington Tr Momentum Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 19,952 shares of FDMO stock, worth $1.65 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,952

Previous 21,707 8.08%

Holding current value

$1.65 Million

Previous $1.41 Million 7.15%

% of portfolio

0.04%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$58.0 - $75.86 $101,790 - $133,134	-1,755 Reduced 8.08%	19,952 $1.51 Million
Q1 2025 May 09, 2025	BUY	$63.36 - $74.35 $250,778 - $294,277	3,958 Added 22.3%	21,707 $1.41 Million
Q4 2024 Jan 31, 2025	BUY	$65.49 - $73.33 $208,323 - $233,262	3,181 Added 21.84%	17,749 $1.24 Million
Q3 2024 Nov 08, 2024	BUY	$58.85 - $66.21 $207,093 - $232,992	3,519 Added 31.85%	14,568 $963,000
Q2 2024 Jul 22, 2024	BUY	$56.32 - $64.38 $273,658 - $312,822	4,859 Added 78.5%	11,049 $704,000
Q1 2024 May 13, 2024	BUY	$51.59 - $60.48 $319,342 - $374,371	6,190 New	6,190 $373,000

Others Institutions Holding FDMO

# of Institutions

Shares Held

2.98M

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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Fidelity Covington Tr Momentum Transaction History