Hoxton Planning & Management, LLC Fidelity Covington Tr Momentum Transaction History
Hoxton Planning & Management, LLC
- $256 Million
- Q3 2024
A detailed history of Hoxton Planning & Management, LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 8,335 shares of FDMO stock, worth $551,360. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,335
Previous 8,335
-0.0%
Holding current value
$551,360
Previous $531,000
3.77%
% of portfolio
0.22%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding FDMO
# of Institutions
68Shares Held
2.61MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.17MShares$77.1 Million0.03% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH227KShares$15 Million1.93% of portfolio
-
Portfolio Strategies, Inc.146KShares$9.63 Million1.47% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL104KShares$6.86 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL95.9KShares$6.35 Million0.01% of portfolio