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

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FDMO

# of Institutions

54

Shares Held

2.16M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.07M
Shares

$77.1 Million
0.02% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

232K
Shares

$16.8 Million
1.96% of portfolio
Cetera Investment Advisers Schaumburg, IL

88.8K
Shares

$6.43 Million
0.01% of portfolio
Ae Wealth Management LLC

79.4K
Shares

$5.74 Million
0.05% of portfolio
Cerity Partners LLC New York, NY

70.3K
Shares

$5.09 Million
0.01% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

Ticker FDMO
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