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

International Assets Investment Management, LLC

$1.24 Trillion
Q2 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

2.97M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

1.19M
Shares

$94.7 Million
0.03% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

229K
Shares

$18.2 Million
2.06% of portfolio
Portfolio Strategies, Inc.

150K
Shares

$11.9 Million
1.5% of portfolio
Cetera Investment Advisers Schaumburg, IL

141K
Shares

$11.2 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

130K
Shares

$10.4 Million
0.0% of portfolio

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