Hoxton Planning & Management, LLC Fidelity Covington Tr Momentum Transaction History
Hoxton Planning & Management, LLC
- $300 Million
- Q3 2025
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 7,878 shares of FDMO stock, worth $651,116. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,878
Previous 7,878
-0.0%
Holding current value
$651,116
Previous $597,000
9.72%
% of portfolio
0.22%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding FDMO
# of Institutions
84Shares Held
3.01MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.19MShares$98.3 Million0.03% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH229KShares$18.9 Million2.06% of portfolio
-
Portfolio Strategies, Inc.148KShares$12.2 Million1.46% of portfolio
-
Cetera Investment Advisers Schaumburg, IL141KShares$11.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL130KShares$10.8 Million0.0% of portfolio