Retirement Planning Group Fidelity Covington Tr Small Mi Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Retirement Planning Group holds 2,294,135 shares of FSMD stock, worth $95.8 Million. This represents 6.01% of its overall portfolio holdings.
Number of Shares
2,294,135
Previous 2,116,506
8.39%
Holding current value
$95.8 Million
Previous $79.7 Million
19.09%
% of portfolio
6.01%
Previous 5.7%
Shares
2 transactions
Others Institutions Holding FSMD
# of Institutions
63Shares Held
7.16MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.48MShares$61.7 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$19.6 Million1.64% of portfolio
-
Envestnet Asset Management Inc338KShares$14.1 Million0.0% of portfolio
-
Systelligence, LLC284KShares$11.9 Million3.11% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL263KShares$11 Million0.01% of portfolio