Evergreen Private Wealth LLC Fidelity Covington Tr Small Mi Transaction History
Evergreen Private Wealth LLC
- $216 Billion
- Q3 2024
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 117,048 shares of FSMD stock, worth $4.79 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
117,048
Previous 115,978
0.92%
Holding current value
$4.79 Million
Previous $4.37 Billion
10.89%
% of portfolio
2.25%
Previous 2.15%
Shares
4 transactions
Others Institutions Holding FSMD
# of Institutions
56Shares Held
6.63MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$93.9 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$60.4 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$19.2 Million1.64% of portfolio
-
Kestra Advisory Services, LLC414KShares$16.9 Million0.09% of portfolio
-
Envestnet Asset Management Inc300KShares$12.3 Million0.0% of portfolio