Foundations Investment Advisors, LLC Fidelity Covington Tr Small Mi Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 30,272 shares of FSMD stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
30,272
Previous 19,412
55.94%
Holding current value
$1.34 Million
Previous $760,000
65.13%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
137Shares Held
15.4MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.55MShares$157 Million9.0% of portfolio
-
Commonwealth Equity Services, LLC2.21MShares$97.6 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$49.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC845KShares$37.4 Million0.01% of portfolio
-
Advocacy Wealth Management Services, LLC687KShares$30.3 Million2.2% of portfolio