Creative Planning Fidelity Covington Tr Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Fidelity Covington Tr stock. As of the latest transaction made, Creative Planning holds 16,253 shares of FSMO stock, worth $427,291. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,253
Previous 21,895
25.77%
Holding current value
$427,291
Previous $575,000
25.74%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FSMO
# of Institutions
55Shares Held
3.26MCall Options Held
0Put Options Held
0-
Evernest Financial Advisors, LLC Carmel, IN406KShares$10.7 Million3.36% of portfolio
-
Rfg Advisory, LLC Birmingham, AL392KShares$10.3 Million0.38% of portfolio
-
Kerntke Otto Mc Glone Wealth Management Group Appleton, WI391KShares$10.3 Million7.85% of portfolio
-
Commonwealth Equity Services, LLC353KShares$9.28 Million0.01% of portfolio
-
Mai Capital Management299KShares$7.86 Million0.05% of portfolio