Wealth Quarterback LLC Fidelity Covington Tr Transaction History

Wealth Quarterback LLC

$174 Million
Q1 2025

A detailed history of Wealth Quarterback LLC transactions in Fidelity Covington Tr stock. As of the latest transaction made, Wealth Quarterback LLC holds 139,436 shares of FSMO stock, worth $3.67 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

139,436

Holding current value

$3.67 Million

% of portfolio

2.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	N/A	139,436 New	139,436 $3.67 Million

Others Institutions Holding FSMO

# of Institutions

Shares Held

3.04M

Call Options Held

Put Options Held

Jane Street Group, LLC New York, NY

768K
Shares

$20.2 Million
0.01% of portfolio
Kerntke Otto Mc Glone Wealth Management Group Appleton, WI

425K
Shares

$11.2 Million
9.73% of portfolio
Evernest Financial Advisors, LLC Carmel, IN

395K
Shares

$10.4 Million
4.07% of portfolio
Commonwealth Equity Services, LLC

355K
Shares

$9.33 Million
0.01% of portfolio
Sk Wealth Management, LLC Providence, RI

153K
Shares

$4.03 Million
1.85% of portfolio

View Full List

About FIDELITY COVINGTON TR

Ticker FSMO
Sector ETFs
Industry ETFs

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Wealth Quarterback LLC Fidelity Covington Tr Transaction History