Kerntke Otto Mc Glone Wealth Management Group Fidelity Covington Tr Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $125 Million
- Q2 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 502,919 shares of FSMO stock, worth $13.2 Million. This represents 10.54% of its overall portfolio holdings.
Number of Shares
502,919
Previous 424,825
18.38%
Holding current value
$13.2 Million
Previous $11.2 Million
18.38%
% of portfolio
10.54%
Previous 9.73%
Shares
2 transactions
Others Institutions Holding FSMO
# of Institutions
50Shares Held
2.72MCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN407KShares$10.7 Million3.88% of portfolio
-
Commonwealth Equity Services, LLC364KShares$9.58 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, RI153KShares$4.03 Million1.85% of portfolio