High Mark Wealth Management LLC Fidelity Covington Tr Momentum Transaction History

High Mark Wealth Management LLC

$217 Million
Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, High Mark Wealth Management LLC holds 4 shares of FDMO stock, worth $330. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$330

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$75.0 - $83.29 $300 - $333	4 New	4 $0

Others Institutions Holding FDMO

# of Institutions

Shares Held

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.19M
Shares

$98.3 Million
0.03% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

229K
Shares

$18.9 Million
2.06% of portfolio
Portfolio Strategies, Inc.

150K
Shares

$12.4 Million
1.5% of portfolio
Cetera Investment Advisers Schaumburg, IL

141K
Shares

$11.7 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

130K
Shares

$10.8 Million
0.0% of portfolio

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 High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.

Account

High Mark Wealth Management LLC Fidelity Covington Tr Momentum Transaction History