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Fidelity momentum factr shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Fidelity momentum factr (FDMO) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity momentum factr held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity momentum factr by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $619k 7.4k 83.96
2025-09-30 $562k 6.8k 83.17
2025-06-30 $362k 4.8k 75.86
2025-03-31 $212k 3.3k 65.06
2024-12-31 $226k 3.3k 69.61

More positions owned by Keystone Wealth Services

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (RSSE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Series Trust State Street Spd (XNTK)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
First Tr Exchange-traded A Com Shs (FAD)

View all positions for Keystone Wealth Services

Top funds holding Fidelity momentum factr

FMR
Envestnet Asset Management
Great Lakes Retirement
Cetera Investment Advisers
Portfolio Strategies
Raymond James Financial
LPL Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kestra Private Wealth Services
Kestra Advisory Services
HPM Partners
Elevation Capital Advisory
Advisor Group Holdings
Jpmorgan Chase & Co

View all funds holding Fidelity momentum factr