Integrated Wealth Concepts LLC Fidelity Covington Tr Momentum Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 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 6,942 shares of FDMO stock, worth $571,257. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,942
Previous 7,397
6.15%
Holding current value
$571,257
Previous $561,000
2.85%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FDMO
# of Institutions
87Shares Held
3.02MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.26MShares$104 Million0.03% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH228KShares$18.7 Million2.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL176KShares$14.5 Million0.02% of portfolio
-
Portfolio Strategies, Inc.148KShares$12.2 Million1.46% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL132KShares$10.9 Million0.0% of portfolio