Laurel Wealth Planning LLC Fidelity Covington Tr Small Mi Transaction History
Laurel Wealth Planning LLC
- $145 Million
- Q1 2025
A detailed history of Laurel Wealth Planning LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 44,586 shares of FSMD stock, worth $1.71 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
44,586Holding current value
$1.71 Million% of portfolio
1.2%Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
97Shares Held
11MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.48MShares$134 Million8.93% of portfolio
-
Commonwealth Equity Services, LLC1.75MShares$67.3 Million0.11% of portfolio
-
Envestnet Asset Management Inc438KShares$16.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$15.6 Million0.0% of portfolio
-
Systelligence, LLC395KShares$15.2 Million4.15% of portfolio