Sax Wealth Advisors, LLC Fidelity Covington Tr Momentum Call Options Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDMO

# of Institutions

62

Shares Held

2.34M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.07M
Shares

$78 Million
0.02% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

228K
Shares

$16.7 Million
2.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

104K
Shares

$7.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

88.8K
Shares

$6.5 Million
0.01% of portfolio
Ae Wealth Management LLC

79.4K
Shares

$5.81 Million
0.05% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

Ticker FDMO
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