Sax Wealth Advisors, LLC Fidelity Covington Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 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 101,605 shares of FSMO stock, worth $2.67 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
101,605
Previous 53,747 89.04%
Holding current value
$2.67 Million
Previous $1.41 Million 89.03%
% of portfolio
0.19%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
45
Shares Held
3.03M
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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