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 $235,378. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,965Holding current value
$235,378% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
89Shares Held
10.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.58MShares$102 Million6.42% of portfolio
-
Commonwealth Equity Services, LLC1.75MShares$69.1 Million0.11% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$19.4 Million1.59% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$16 Million0.0% of portfolio
-
Systelligence, LLC394KShares$15.6 Million4.29% of portfolio