Venturi Wealth Management, LLC Fidelity Covington Tr Transaction History

Venturi Wealth Management, LLC

$1.57 Billion
Q2 2024

A detailed history of Venturi Wealth Management, LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 44 shares of FSMO stock, worth $1,156. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,156

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$0.0 - $26.16 $0 - $1,151	44 New	44 $1,000

Others Institutions Holding FSMO

# of Institutions

Shares Held

681K

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

226K
Shares

$5.95 Million
0.01% of portfolio
San Luis Wealth Advisors LLC San Luis Obispo, CA

181K
Shares

$4.76 Million
1.1% of portfolio
Truist Financial Corp

45.5K
Shares

$1.2 Million
0.0% of portfolio
Dentgroup LLC

35.5K
Shares

$932,401
0.75% of portfolio
Jpmorgan Chase & CO New York, NY

34.2K
Shares

$899,880
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR

Ticker FSMO
Sector ETFs
Industry ETFs

More about FSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Account

Venturi Wealth Management, LLC Fidelity Covington Tr Transaction History