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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
N/A
-43,252 Reduced 23.27%
142,594 $3.6 Million
Q4 2024

Jan 14, 2025
SELL
N/A
-7,190 Reduced 3.72%
185,846 $5 Million
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
41
Shares Held
3.01M
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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