Advocacy Wealth Management Services, LLC Fidelity Covington Tr Small Mi Transaction History
Advocacy Wealth Management Services, LLC
- $1.29 Billion
- Q2 2025
A detailed history of Advocacy Wealth Management Services, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 686,805 shares of FSMD stock, worth $30.3 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
686,805
Previous 719,447
4.54%
Holding current value
$30.3 Million
Previous $28.2 Million
1.09%
% of portfolio
2.2%
Previous 2.36%
Shares
2 transactions
Others Institutions Holding FSMD
# of Institutions
137Shares Held
15.4MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.55MShares$157 Million9.0% of portfolio
-
Commonwealth Equity Services, LLC2.21MShares$97.6 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$49.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC845KShares$37.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc632KShares$27.9 Million0.01% of portfolio