Laurel Wealth Planning LLC Fidelity Covington Tr Small Mi Transaction History
Laurel Wealth Planning LLC
- $169 Million
- Q4 2025
A detailed history of Laurel Wealth Planning LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 52,195 shares of FSMD stock, worth $2.25 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
52,195
Previous 46,692
11.79%
Holding current value
$2.25 Million
Previous $2.05 Million
9.44%
% of portfolio
1.33%
Previous 1.14%
Shares
4 transactions
Others Institutions Holding FSMD
# of Institutions
157Shares Held
17.8MCall 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
-
Bank Of America Corp Charlotte, NC1.24MShares$53.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$43.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc695KShares$29.9 Million0.01% of portfolio