Cfo4 Life Group, LLC Fidelity Covington Tr Momentum Transaction History

Cfo4 Life Group, LLC

$562 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$41.25 - $45.73 $1.97 Million - $2.18 Million	47,747 New	47,747 $2.04 Million

Others Institutions Holding FDMO

# of Institutions

74

Shares Held

2.87M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.17M
Shares

$83.6 Million
0.03% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

227K
Shares

$16.3 Million
1.93% of portfolio
Portfolio Strategies, Inc.

146K
Shares

$10.4 Million
1.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

133K
Shares

$9.52 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

119K
Shares

$8.53 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

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