Global Wealth Management Investment Advisory, Inc. Fidelity Covington Tr Small Mi Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$33.55 - $36.53 $3,354 - $3,653	-100 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$32.48 - $34.98 $3,247 - $3,497	100 New	100 $3,000

Others Institutions Holding FSMD

# of Institutions

Shares Held

6.63M

Call Options Held

Put Options Held

Retirement Planning Group

2.29M
Shares

$93.9 Million
6.01% of portfolio
Commonwealth Equity Services, LLC

1.48M
Shares

$60.4 Million
0.09% of portfolio
Parcion Private Wealth LLC Bellevue, WA

469K
Shares

$19.2 Million
1.64% of portfolio
Kestra Advisory Services, LLC

414K
Shares

$16.9 Million
0.09% of portfolio
Envestnet Asset Management Inc

300K
Shares

$12.3 Million
0.0% of portfolio

View Full List

About FIDELITY COVINGTON TR SMALL-MI

Ticker FSMD
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