Concurrent Investment Advisors, LLC Fidelity Covington Tr Small Mi Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 17,261 shares of FSMD stock, worth $723,581. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,261
Previous 15,076
14.49%
Holding current value
$723,581
Previous $590 Million
21.25%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
124Shares Held
14.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.55MShares$149 Million9.0% of portfolio
-
Commonwealth Equity Services, LLC2.21MShares$92.6 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC855KShares$35.8 Million0.0% of portfolio
-
Advocacy Wealth Management Services, LLC719KShares$30.2 Million2.36% of portfolio
-
Envestnet Asset Management Inc632KShares$26.5 Million0.01% of portfolio