Atria Wealth Solutions, Inc. Fidelity Covington Tr Small Mi Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,197 shares of FSMD stock, worth $568,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,197

Previous 13,177 0.15%

Holding current value

$568,394

Previous $516,000 6.01%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$34.67 - $41.47 $693 - $829	20 Added 0.15%	13,197 $547,000
Q1 2025 May 09, 2025	BUY	$38.04 - $43.22 $118,152 - $134,241	3,106 Added 30.84%	13,177 $516,000
Q4 2024 Jan 31, 2025	BUY	$40.75 - $44.85 $83,252 - $91,628	2,043 Added 25.45%	10,071 $415,000
Q3 2024 Nov 08, 2024	BUY	$37.22 - $41.47 $72,988 - $81,322	1,961 Added 32.32%	8,028 $332,000
Q2 2024 Jul 22, 2024	BUY	$36.08 - $38.91 $218,897 - $236,066	6,067 New	6,067 $228,000

Others Institutions Holding FSMD

# of Institutions

152

Shares Held

17.5M

Call Options Held

5.4K

Put Options Held

View Full List

About FIDELITY COVINGTON TR SMALL-MI

Ticker FSMD
Sector ETFs
Industry ETFs

More about FSMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Fidelity Covington Tr Small Mi Transaction History