Integrated Wealth Concepts LLC Fidelity Covington Tr Momentum Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 7,397 shares of FDMO stock, worth $611,362. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,397
Previous 6,919
6.91%
Holding current value
$611,362
Previous $450,000
24.67%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FDMO
# of Institutions
83Shares Held
3MCall 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.150KShares$12.4 Million1.5% 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