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 $752,406. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,261
Previous 15,076 14.49%
Holding current value
$752,406
Previous $590 Million 21.25%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$34.67 - $41.47 $75,753 - $90,611
2,185 Added 14.49%
17,261 $716 Million
Q1 2025

Apr 29, 2025
BUY
$38.04 - $43.22 $162,050 - $184,117
4,260 Added 39.39%
15,076 $590 Million
Q4 2024

Feb 03, 2025
BUY
$40.75 - $44.85 $440,752 - $485,097
10,816 New
10,816 $445 Million

Others Institutions Holding FSMD

# of Institutions
141
Shares Held
15.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR SMALL-MI

FSMD Quotes by TradingView
  • Ticker FSMD
  • Sector ETFs
  • Industry ETFs
More about FSMD
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email