Holistic Planning, LLC Fidelity Covington Tr Small Mi Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
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 $242,954. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,965
Previous 5,965
-0.0%
Holding current value
$242,954
Previous $246 Million
4.88%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
108Shares Held
13.5MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.48MShares$142 Million8.93% of portfolio
-
Commonwealth Equity Services, LLC1.83MShares$74.6 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC855KShares$34.8 Million0.0% of portfolio
-
Advocacy Wealth Management Services, LLC719KShares$29.3 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC621KShares$25.3 Million0.01% of portfolio