Holistic Planning, LLC Fidelity Covington Tr Small Mi Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Holistic Planning, LLC holds 5,965 shares of FSMD stock, worth $254,407. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,965Holding current value
$254,407% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
67Shares Held
7.26MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.29MShares$97.8 Million6.01% of portfolio
-
Commonwealth Equity Services, LLC1.48MShares$63 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA469KShares$20 Million1.64% of portfolio
-
Envestnet Asset Management Inc338KShares$14.4 Million0.0% of portfolio
-
Systelligence, LLC284KShares$12.1 Million3.11% of portfolio