San Luis Wealth Advisors LLC Fidelity Covington Tr Transaction History

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 193,036 shares of FSMO stock, worth $5.07 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
193,036
Previous 180,992 6.65%
Holding current value
$5.07 Million
Previous $4.56 Million 16.06%
% of portfolio
1.09%
Previous 1.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$24.77 - $27.18 $298,329 - $327,355
12,044 Added 6.65%
193,036 $5.3 Million
Q2 2024

Jul 12, 2024
BUY
$0.0 - $26.16 $0 - $4.73 Million
180,992 New
180,992 $4.56 Million

Others Institutions Holding FSMO

# of Institutions
26
Shares Held
943K
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR

FSMO Quotes by TradingView
  • Ticker FSMO
  • Sector ETFs
  • Industry ETFs
More about FSMO
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