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FDMOFDMO
Showing 8 of 16 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in FIDELITY COVINGTON TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 15,949 shares of FDMO (FIDELITY COVINGTON TRUST), worth $1.5M as of 2026-Q2. The position was increased (+10.9% shares). FDMO represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.5M

Current Shares

15,949

Total Value Change

-$189,069

Total Shares Change

-10,167

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15,949
+10.9%
$1.5M0.0%$98.57
28
2026-Q1
Decreased
14,387
-25.6%
$1.2M0.0%$83.02
0
2025-Q4
Decreased
19,343
-1.3%
$1.7M0.0%$84.58
0
2025-Q3
Decreased
19,595
-10.9%
$1.6M0.0%$82.74
0
2025-Q2
Increased
21,985
+1.1%
$1.7M0.0%$74.88
26
2025-Q1
Decreased
21,741
-14.0%
$1.4M0.0%$64.17
0
2024-Q4
Decreased
25,286
-3.2%
$1.8M0.0%$69.69
0
2024-Q3
Decreased
26,116
-5.8%
$1.7M0.0%$65.24
0

Other major holders of FDMO: FMR LLC

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