Sax Wealth Advisors, LLC Fidelity Covington Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 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 157,161 shares of FSMO stock, worth $4.13 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
157,161
Previous 116,808 34.55%
Holding current value
$4.13 Million
Previous $3.07 Million 34.56%
% of portfolio
0.23%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
40,353 Added 34.55%
157,161 $4.13 Million
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
54
Shares Held
3.26M
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
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