Claris Advisors, LLC Fidelity Covington Tr Small Mi Transaction History
Claris Advisors, LLC
- $280 Million
- Q3 2025
Shares
1 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
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Bank Of America Corp Charlotte, NC1.24MShares$53.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$43.6 Million0.01% of portfolio
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Envestnet Asset Management Inc695KShares$29.9 Million0.01% of portfolio