Cornerstone Planning Group LLC FIDELITY ENHANCED SMALL CAP ETF Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Number of Shares
750
Previous 442 69.68%
Holding current value
$27.7 Million
Previous $14.6 Million 89.8%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2025
BUY
N/A
308 Added 69.68%
750 $27.7 Million
Q4 2024

Jan 29, 2025
BUY
N/A
442 New
442 $14.8 Million
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