Holistic Planning, LLC Fidelity Covington Tr Small Mi Transaction History

Holistic Planning, LLC

$276 Billion
Q4 2024

A detailed history of Holistic Planning, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Holistic Planning, LLC holds 5,965 shares of FSMD stock, worth $253,393. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,965

Holding current value

$253,393

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$40.75 - $44.85 $243,073 - $267,530	5,965 New	5,965 $246 Million

Others Institutions Holding FSMD

# of Institutions

Shares Held

7.62M

Call Options Held

Put Options Held

Retirement Planning Group

2.29M
Shares

$97.5 Million
6.01% of portfolio
Commonwealth Equity Services, LLC

1.48M
Shares

$62.7 Million
0.09% of portfolio
Parcion Private Wealth LLC Bellevue, WA

491K
Shares

$20.9 Million
1.59% of portfolio
Systelligence, LLC

394K
Shares

$16.7 Million
4.29% of portfolio
Envestnet Asset Management Inc

338K
Shares

$14.3 Million
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR SMALL-MI

Ticker FSMD
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Holistic Planning, LLC Fidelity Covington Tr Small Mi Transaction History