Principle Wealth Partners LLC Fidelity Covington Tr Small Mi Transaction History
Principle Wealth Partners LLC
- $1.56 Billion
- Q3 2025
A detailed history of Principle Wealth Partners LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Principle Wealth Partners LLC holds 7,596 shares of FSMD stock, worth $327,159. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,596
Previous 6,200
22.52%
Holding current value
$327,159
Previous $257,000
29.96%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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
-
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