Sk Wealth Management, LLC Fidelity Covington Tr Transaction History
Sk Wealth Management, LLC
- $186 Billion
- Q1 2025
A detailed history of Sk Wealth Management, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Sk Wealth Management, LLC holds 125,849 shares of FSMO stock, worth $3.31 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
125,849
Previous 84,441
49.04%
Holding current value
$3.31 Million
Previous $2.27 Billion
27.47%
% of portfolio
1.55%
Previous 1.16%
Shares
3 transactions
Others Institutions Holding FSMO
# of Institutions
30Shares Held
1.17MCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN355KShares$9.33 Million2.57% of portfolio
-
Commonwealth Equity Services, LLC181KShares$4.75 Million0.01% of portfolio
-
San Luis Wealth Advisors LLC San Luis Obispo, CA143KShares$3.75 Million0.81% of portfolio
-
Sax Wealth Advisors, LLC Parsippany, NJ53.7KShares$1.41 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY45.6KShares$1.2 Million0.0% of portfolio