Creative Planning Fidelity Covington Tr Small Mi Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Creative Planning holds 5,905 shares of FSMD stock, worth $250,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,905

Holding current value

$250,962

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$40.75 - $44.85 $240,628 - $264,839	5,905 New	5,905 $243,000

Others Institutions Holding FSMD

# of Institutions

Shares Held

10.1M

Call Options Held

Put Options Held

Retirement Planning Group

2.58M
Shares

$110 Million
6.42% of portfolio
Commonwealth Equity Services, LLC

1.75M
Shares

$74.4 Million
0.11% of portfolio
Parcion Private Wealth LLC Bellevue, WA

491K
Shares

$20.9 Million
1.59% of portfolio
Bank Of America Corp Charlotte, NC

405K
Shares

$17.2 Million
0.0% of portfolio
Systelligence, LLC

394K
Shares

$16.7 Million
4.29% of portfolio

View Full List

About FIDELITY COVINGTON TR SMALL-MI

Ticker FSMD
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