Steel Peak Wealth Management LLC Fidelity Covington Tr Momentum Call Options Transaction History

Steel Peak Wealth Management LLC

$2.49 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDMO

# of Institutions

81

Shares Held

2.97M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.19M
Shares

$94.7 Million
0.03% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

229K
Shares

$18.2 Million
2.06% of portfolio
Portfolio Strategies, Inc.

150K
Shares

$11.9 Million
1.5% of portfolio
Cetera Investment Advisers Schaumburg, IL

141K
Shares

$11.2 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

130K
Shares

$10.4 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

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