Holistic Planning, LLC Fidelity Covington Tr Small Mi Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 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 5,358 shares of FSMD stock, worth $235,430. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,358
Previous 5,965 10.18%
Holding current value
$235,430
Previous $234 Million 4.88%
% of portfolio
0.06%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$34.67 - $41.47 $21,044 - $25,172
-607 Reduced 10.18%
5,358 $222 Million
Q4 2024

Jan 24, 2025
BUY
$40.75 - $44.85 $243,073 - $267,530
5,965 New
5,965 $246 Million

Others Institutions Holding FSMD

# of Institutions
137
Shares Held
15.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR SMALL-MI

FSMD Quotes by TradingView
  • Ticker FSMD
  • Sector ETFs
  • Industry ETFs
More about FSMD
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