International Assets Investment Management, LLC Fidelity Covington Tr Momentum Transaction History

International Assets Investment Management, LLC

$1.14 Trillion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$58.85 - $66.21 $59.2 Million - $66.6 Million	1,005,534 New	1,005,534 $20.1 Million
Q4 2023 Jan 24, 2024	BUY	$44.84 - $53.2 $237,293 - $281,534	5,292 New	5,292 $100,000

Others Institutions Holding FDMO

# of Institutions

Shares Held

2.89M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.17M
Shares

$87.4 Million
0.03% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

227K
Shares

$17 Million
1.93% of portfolio
Portfolio Strategies, Inc.

146K
Shares

$10.9 Million
1.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

133K
Shares

$9.95 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

119K
Shares

$8.92 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 International Assets Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on International Assets Investment Management, LLC with notifications on news.

Account