Sax Wealth Advisors, LLC Fidelity Covington Tr Momentum Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr Momentum stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,960 shares of FDMO stock, worth $566,354. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,960
Previous 9,090 12.43%
Holding current value
$566,354
Previous $601,000 7.82%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$65.49 - $73.33 $74,003 - $82,862
-1,130 Reduced 12.43%
7,960 $554,000
Q3 2024

Oct 17, 2024
SELL
$58.85 - $66.21 $58,850 - $66,210
-1,000 Reduced 9.91%
9,090 $601,000
Q1 2024

May 13, 2024
SELL
$51.59 - $60.48 $59,586 - $69,854
-1,155 Reduced 10.27%
10,090 $609,000
Q4 2023

Feb 14, 2024
SELL
$44.84 - $53.2 $8,968 - $10,640
-200 Reduced 1.75%
11,245 $595,000
Q3 2023

Nov 07, 2023
SELL
$46.41 - $49.49 $15,779 - $16,826
-340 Reduced 2.89%
11,445 $534,000
Q2 2023

Aug 10, 2023
BUY
$44.5 - $48.36 $524,432 - $569,922
11,785 New
11,785 $569,000

Others Institutions Holding FDMO

# of Institutions
52
Shares Held
2.09M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MOMENTUM

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