Balanced Rock Investment Advisor Fidelity Covington Tr Small Mi Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 7,636 shares of FSMD stock, worth $332,853. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,636Holding current value
$332,853% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
142Shares Held
16.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.55MShares$155 Million9.0% of portfolio
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Commonwealth Equity Services, LLC2.57MShares$112 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC1.12MShares$48.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC845KShares$36.9 Million0.01% of portfolio
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Advocacy Wealth Management Services, LLC687KShares$29.9 Million2.2% of portfolio