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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$38.04 - $43.22 $938,941 - $1.07 Million
24,683 Added 84.57%
53,868 $2.11 Million
Q4 2024

Jan 28, 2025
BUY
$40.75 - $44.85 $600,084 - $660,461
14,726 Added 101.85%
29,185 $1.2 Million
Q3 2024

Nov 13, 2024
BUY
$37.22 - $41.47 $538,163 - $599,614
14,459 New
14,459 $598,000

Others Institutions Holding FSMD

# of Institutions
108
Shares Held
13.5M
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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