Kestra Private Wealth Services, LLC Fidelity Covington Tr Small Mi Transaction History
Kestra Private Wealth Services, LLC
- $5.74 Billion
- Q1 2025
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 53,868 shares of FSMD stock, worth $2.26 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
53,868
Previous 29,185
84.57%
Holding current value
$2.26 Million
Previous $1.2 Million
75.46%
% of portfolio
0.04%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
108Shares Held
13.5MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.48MShares$146 Million8.93% of portfolio
-
Commonwealth Equity Services, LLC1.83MShares$76.7 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC855KShares$35.8 Million0.0% of portfolio
-
Advocacy Wealth Management Services, LLC719KShares$30.1 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC621KShares$26 Million0.01% of portfolio