Sax Wealth Advisors, LLC Fidelity Covington Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 116,808 shares of FSMO stock, worth $3.07 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
116,808
Previous 101,605 14.96%
Holding current value
$3.07 Million
Previous $2.67 Million 14.94%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
15,203 Added 14.96%
116,808 $3.07 Million
Q1 2025

May 14, 2025
BUY
N/A
47,858 Added 89.04%
101,605 $2.67 Million
Q4 2024

Jan 15, 2025
BUY
N/A
53,747 New
53,747 $1.41 Million

Others Institutions Holding FSMO

# of Institutions
50
Shares Held
2.72M
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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email