Advocacy Wealth Management Services, LLC Fidelity Covington Tr Small Mi Transaction History
Advocacy Wealth Management Services, LLC
- $1.92 Billion
- Q3 2025
A detailed history of Advocacy Wealth Management Services, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 510,396 shares of FSMD stock, worth $22 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
510,396
Previous 686,805
25.69%
Holding current value
$22 Million
Previous $28.5 Million
21.13%
% of portfolio
1.17%
Previous 2.2%
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
152Shares Held
17.5MCall Options Held
5.4KPut Options Held
0-
Retirement Planning Group3.8MShares$164 Million8.22% of portfolio
-
Commonwealth Equity Services, LLC2.57MShares$111 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$53.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$43.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc695KShares$29.9 Million0.01% of portfolio