Kestra Private Wealth Services, LLC Fidelity Covington Tr Small Mi Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 29,185 shares of FSMD stock, worth $1.2 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,185
Previous 14,459
101.85%
Holding current value
$1.2 Million
Previous $598,000
101.0%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FSMD
# of Institutions
88Shares Held
10.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group2.58MShares$106 Million6.42% of portfolio
-
Commonwealth Equity Services, LLC1.75MShares$72 Million0.11% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$20.2 Million1.59% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$16.7 Million0.0% of portfolio
-
Systelligence, LLC394KShares$16.2 Million4.29% of portfolio