Evernest Financial Advisors, LLC Fidelity Covington Tr Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 260,415 shares of FSMO stock, worth $6.85 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
260,415Holding current value
$6.85 Million% of portfolio
1.89%Shares
1 transactions
Others Institutions Holding FSMO
# of Institutions
25Shares Held
923KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC232KShares$6.1 Million0.01% of portfolio
-
San Luis Wealth Advisors LLC San Luis Obispo, CA193KShares$5.07 Million1.09% of portfolio
-
Dentgroup LLC45KShares$1.18 Million0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY44.4KShares$1.17 Million0.0% of portfolio
-
Truist Financial Corp23KShares$605,3000.0% of portfolio