San Luis Wealth Advisors LLC Fidelity Covington Tr Transaction History
San Luis Wealth Advisors LLC
- $442 Million
- Q1 2025
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 142,594 shares of FSMO stock, worth $3.75 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
142,594
Previous 185,846
23.27%
Holding current value
$3.75 Million
Previous $5 Million
27.96%
% of portfolio
0.81%
Previous 0.94%
Shares
4 transactions
Others Institutions Holding FSMO
# of Institutions
30Shares Held
1.17MCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN355KShares$9.33 Million2.57% of portfolio
-
Commonwealth Equity Services, LLC181KShares$4.75 Million0.01% of portfolio
-
Sk Wealth Management, LLC Providence, RI126KShares$3.31 Million1.55% of portfolio
-
Sax Wealth Advisors, LLC Parsippany, NJ53.7KShares$1.41 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY45.6KShares$1.2 Million0.0% of portfolio