Keystone Wealth Services, LLC Fidelity Covington Tr Momentum Transaction History
Keystone Wealth Services, LLC
- $379 Million
- Q2 2025
A detailed history of Keystone Wealth Services, LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 4,768 shares of FDMO stock, worth $357,600. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,768
Previous 3,253
46.57%
Holding current value
$357,600
Previous $211,000
71.09%
% of portfolio
0.1%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FDMO
# of Institutions
77Shares Held
2.89MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.17MShares$87.4 Million0.03% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH227KShares$17 Million1.93% of portfolio
-
Portfolio Strategies, Inc.146KShares$10.9 Million1.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL133KShares$9.95 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL119KShares$8.92 Million0.0% of portfolio