Balanced Rock Investment Advisor Fidelity Covington Tr Small Mi Transaction History

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 8,063 shares of FSMD stock, worth $347,273. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,063
Previous 7,636 5.59%
Holding current value
$347,273
Previous $317 Million 12.06%
% of portfolio
0.26%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$41.29 - $44.71 $17,630 - $19,091
427 Added 5.59%
8,063 $355 Million
Q2 2025

Aug 14, 2025
BUY
$34.67 - $41.47 $264,740 - $316,664
7,636 New
7,636 $317 Million

Others Institutions Holding FSMD

# of Institutions
152
Shares Held
17.5M
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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