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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 18,323 shares of FSMD stock, worth $789,171. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,323
Previous 17,261 6.15%
Holding current value
$789,171
Previous $716 Million 12.65%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email