Claris Advisors, LLC Fidelity Covington Tr Small Mi Transaction History

Claris Advisors, LLC

$196 Million
Q3 2024

A detailed history of Claris Advisors, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Claris Advisors, LLC holds 200 shares of FSMD stock, worth $8,530. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Holding current value

$8,530

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$37.22 - $41.47 $7,444 - $8,294	200 New	200 $8,000

Others Institutions Holding FSMD

# of Institutions

Shares Held

7.25M

Call Options Held

Put Options Held

Retirement Planning Group

2.29M
Shares

$97.8 Million
6.01% of portfolio
Commonwealth Equity Services, LLC

1.48M
Shares

$63 Million
0.09% of portfolio
Parcion Private Wealth LLC Bellevue, WA

469K
Shares

$20 Million
1.64% of portfolio
Envestnet Asset Management Inc

338K
Shares

$14.4 Million
0.0% of portfolio
Systelligence, LLC

284K
Shares

$12.1 Million
3.11% of portfolio

View Full List

About FIDELITY COVINGTON TR SMALL-MI

Ticker FSMD
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