Perigon Wealth Management, LLC Fidelity Covington Tr Small Mi Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,950 shares of FSMD stock, worth $256,266. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,950Holding current value
$256,266% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
152Shares Held
17.5MCall Options Held
5.4KPut Options Held
0-
Retirement Planning Group3.8MShares$164 Million8.22% of portfolio
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Commonwealth Equity Services, LLC2.57MShares$111 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC1.24MShares$53.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$43.6 Million0.01% of portfolio
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Envestnet Asset Management Inc695KShares$29.9 Million0.01% of portfolio