Evergreen Private Wealth LLC Fidelity Covington Tr Small Mi Transaction History

Evergreen Private Wealth LLC

$239 Billion
Q2 2025

A detailed history of Evergreen Private Wealth LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 122,952 shares of FSMD stock, worth $5.18 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

122,952

Previous 117,890 4.29%

Holding current value

$5.18 Million

Previous $4.62 Billion 10.45%

% of portfolio

2.14%

Previous 2.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$34.67 - $41.47 $175,499 - $209,921	5,062 Added 4.29%	122,952 $5.1 Billion
Q1 2025 May 01, 2025	BUY	$38.04 - $43.22 $46,865 - $53,247	1,232 Added 1.06%	117,890 $4.62 Billion
Q4 2024 Feb 06, 2025	SELL	$40.75 - $44.85 $15,892 - $17,491	-390 Reduced 0.33%	116,658 $4.8 Billion
Q3 2024 Oct 31, 2024	BUY	$37.22 - $41.47 $39,825 - $44,372	1,070 Added 0.92%	117,048 $4.85 Billion
Q2 2024 Aug 12, 2024	BUY	$36.08 - $38.91 $70,283 - $75,796	1,948 Added 1.71%	115,978 $4.37 Billion
Q1 2024 Apr 16, 2024	BUY	$35.12 - $38.86 $525,886 - $581,889	14,974 Added 15.12%	114,030 $4.43 Billion
Q4 2023 Feb 08, 2024	BUY	$30.35 - $36.57 $3.01 Million - $3.62 Million	99,056 New	99,056 $3.59 Billion

Others Institutions Holding FSMD

# of Institutions

116

Shares Held

13.7M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR SMALL-MI

Ticker FSMD
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Evergreen Private Wealth LLC Fidelity Covington Tr Small Mi Transaction History