Zynergy Retirement Planning Llc Fidelity Covington Tr Small Mi Transaction History
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
A detailed history of Zynergy Retirement Planning Llc transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 1,381 shares of FSMD stock, worth $60,308. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,381
Previous 1,179
17.13%
Holding current value
$60,308
Previous $44.4 Million
28.7%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FSMD
# of Institutions
58Shares Held
6.96MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$100 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$64.5 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$20.5 Million1.64% of portfolio
-
Kestra Advisory Services, LLC414KShares$18.1 Million0.09% of portfolio
-
Envestnet Asset Management Inc338KShares$14.7 Million0.0% of portfolio