Kerntke Otto Mc Glone Wealth Management Group Fidelity Covington Tr Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $131 Million
- Q3 2025
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Fidelity Covington Tr stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 391,045 shares of FSMO stock, worth $10.3 Million. This represents 7.85% of its overall portfolio holdings.
Number of Shares
391,045
Previous 502,919
22.24%
Holding current value
$10.3 Million
Previous $13.2 Million
22.24%
% of portfolio
7.85%
Previous 10.54%
Shares
3 transactions
Others Institutions Holding FSMO
# of Institutions
51Shares Held
2.69MCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN407KShares$10.7 Million3.88% of portfolio
-
Commonwealth Equity Services, LLC353KShares$9.28 Million0.01% of portfolio
-
Rfg Advisory, LLC Birmingham, AL349KShares$9.18 Million0.35% of portfolio
-
Menora Mivtachim Holdings Ltd.228KShares$5.98 Million0.04% of portfolio
-
Sk Wealth Management, LLC Providence, RI159KShares$4.18 Million1.72% of portfolio