Steward Partners Investment Advisory, LLC Fidelity Covington Tr Momentum Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 30, 2020	SELL	$37.0 - $42.78 $555 - $641	-15 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$26.11 - $39.66 $391 - $594	15 New	15 $0

Others Institutions Holding FDMO

# of Institutions

53

Shares Held

3.1M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.07M
Shares

$75.2 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

1.01M
Shares

$70.9 Million
0.06% of portfolio
Great Lakes Retirement, Inc. Sandusky, OH

232K
Shares

$16.3 Million
1.96% of portfolio
Cetera Investment Advisers Schaumburg, IL

88.8K
Shares

$6.27 Million
0.01% of portfolio
Ae Wealth Management LLC

79.4K
Shares

$5.6 Million
0.05% of portfolio

About FIDELITY COVINGTON TR MOMENTUM

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