Concurrent Investment Advisors, LLC Fidelity Covington Tr Small Mi Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 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 15,076 shares of FSMD stock, worth $614,045. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,076
Previous 10,816
39.39%
Holding current value
$614,045
Previous $445 Million
32.58%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FSMD
# of Institutions
107Shares Held
13.3MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.48MShares$142 Million8.93% of portfolio
-
Commonwealth Equity Services, LLC1.83MShares$74.6 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC855KShares$34.8 Million0.0% of portfolio
-
Advocacy Wealth Management Services, LLC719KShares$29.3 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC621KShares$25.3 Million0.01% of portfolio