Calton & Associates, Inc. Fidelity Covington Tr Momentum Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$30.31 - $33.84 $123,422 - $137,796	-4,072 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$29.02 - $31.41 $118,169 - $127,901	4,072	4,072 $136,000

Others Institutions Holding FDMO

# of Institutions

53

Shares Held

3.1M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.07M
Shares

$75.3 Million
0.02% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

232K
Shares

$16.4 Million
1.96% of portfolio
Cetera Investment Advisers Schaumburg, IL

88.8K
Shares

$6.27 Million
0.01% of portfolio
Ae Wealth Management LLC

79.4K
Shares

$5.61 Million
0.05% of portfolio
Cerity Partners LLC New York, NY

70.3K
Shares

$4.97 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

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