Holistic Planning, LLC Fidelity Covington Tr Small Mi Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Holistic Planning, LLC holds 5,965 shares of FSMD stock, worth $255,719. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,965Holding current value
$255,719% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
75Shares Held
7.62MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$98.3 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$63.3 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$21.1 Million1.59% of portfolio
-
Systelligence, LLC394KShares$16.9 Million4.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL359KShares$15.4 Million0.01% of portfolio