Evergreen Private Wealth LLC Fidelity Covington Tr Small Mi Transaction History
Evergreen Private Wealth LLC
- $203 Billion
- Q2 2024
A detailed history of Evergreen Private Wealth LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 115,978 shares of FSMD stock, worth $4.59 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
115,978
Previous 114,030
1.71%
Holding current value
$4.59 Million
Previous $4.43 Billion
1.38%
% of portfolio
2.15%
Previous 2.22%
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
54Shares Held
5.64MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.12MShares$83.7 Million5.7% of portfolio
-
Commonwealth Equity Services, LLC1.18MShares$46.6 Million0.07% of portfolio
-
Kestra Advisory Services, LLC414KShares$16.4 Million0.09% of portfolio
-
Envestnet Asset Management Inc300KShares$11.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL253KShares$10 Million0.01% of portfolio