Summit Financial Wealth Advisors, LLC Fidelity Covington Tr Small Mi Transaction History
Summit Financial Wealth Advisors, LLC
- $632 Million
- Q4 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 6,806 shares of FSMD stock, worth $293,134. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,806Holding current value
$293,134% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
162Shares Held
18.7MCall 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