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
Others Institutions Holding FSMO
# of Institutions
26Shares Held
992KCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN260KShares$6.85 Million1.89% of portfolio
-
Commonwealth Equity Services, LLC232KShares$6.1 Million0.01% of portfolio
-
Truist Financial Corp45.5KShares$1.2 Million0.0% of portfolio
-
Dentgroup LLC45KShares$1.18 Million0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY34.2KShares$899,8800.0% of portfolio