Bms Financial Advisors, LLC Fidelity Covington Tr Momentum Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 7,533 shares of FDMO stock, worth $538,986. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,533
Previous 39,491
80.92%
Holding current value
$538,986
Previous $1.76 Million
79.35%
% of portfolio
0.25%
Previous 1.23%
Shares
5 transactions
Others Institutions Holding FDMO
# of Institutions
53Shares Held
3.1MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.07MShares$76.2 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL1.01MShares$71.9 Million0.06% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH232KShares$16.6 Million1.96% of portfolio
-
Cetera Investment Advisers Schaumburg, IL88.8KShares$6.35 Million0.01% of portfolio
-
Ae Wealth Management LLC79.4KShares$5.68 Million0.05% of portfolio