Concurrent Investment Advisors, LLC Fidelity Covington Tr Small Mi Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,820 shares of FSMD stock, worth $853,647. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,820
Previous 18,323 8.17%
Holding current value
$853,647
Previous $806 Million 8.46%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$42.34 - $44.12 $63,382 - $66,047
1,497 Added 8.17%
19,820 $875 Million
Q3 2025

Oct 27, 2025
BUY
$41.29 - $44.71 $43,849 - $47,482
1,062 Added 6.15%
18,323 $806 Million
Q2 2025

Jul 25, 2025
BUY
$34.67 - $41.47 $75,753 - $90,611
2,185 Added 14.49%
17,261 $716 Million
Q1 2025

Apr 29, 2025
BUY
$38.04 - $43.22 $162,050 - $184,117
4,260 Added 39.39%
15,076 $590 Million
Q4 2024

Feb 03, 2025
BUY
$40.75 - $44.85 $440,752 - $485,097
10,816 New
10,816 $445 Million

Others Institutions Holding FSMD

# of Institutions
161
Shares Held
18.2M
Call Options Held
5.4K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR SMALL-MI

FSMD Quotes by TradingView
  • Ticker FSMD
  • Sector ETFs
  • Industry ETFs
More about FSMD
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