Wealth Quarterback LLC Fidelity Covington Tr Transaction History
Wealth Quarterback LLC
- $204 Million
- Q2 2025
A detailed history of Wealth Quarterback LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Wealth Quarterback LLC holds 133,914 shares of FSMO stock, worth $3.52 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
133,914
Previous 139,436
3.96%
Holding current value
$3.52 Million
Previous $3.67 Million
3.96%
% of portfolio
1.73%
Previous 2.11%
Shares
2 transactions
Others Institutions Holding FSMO
# of Institutions
50Shares Held
2.73MCall Options Held
0Put Options Held
0-
Kerntke Otto Mc Glone Wealth Management Group Appleton, WI503KShares$13.2 Million10.54% of portfolio
-
Evernest Financial Advisors, LLC Carmel, IN407KShares$10.7 Million3.88% of portfolio
-
Commonwealth Equity Services, LLC364KShares$9.58 Million0.01% of portfolio
-
Rfg Advisory, LLC Birmingham, AL349KShares$9.18 Million0.35% of portfolio
-
Menora Mivtachim Holdings Ltd.228KShares$5.98 Million0.04% of portfolio