Mascoma Wealth Management LLC Fidelity Covington Tr Small Mi Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 43 shares of FSMD stock, worth $1,834. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,834

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$37.22 - $41.47 $1,600 - $1,783	43 New	43 $1,000

Others Institutions Holding FSMD

# of Institutions

Shares Held

7.16M

Call Options Held

Put Options Held

Retirement Planning Group

2.29M
Shares

$97.9 Million
6.01% of portfolio
Commonwealth Equity Services, LLC

1.48M
Shares

$63 Million
0.09% of portfolio
Parcion Private Wealth LLC Bellevue, WA

469K
Shares

$20 Million
1.64% of portfolio
Envestnet Asset Management Inc

338K
Shares

$14.4 Million
0.0% of portfolio
Systelligence, LLC

284K
Shares

$12.1 Million
3.11% of portfolio

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About FIDELITY COVINGTON TR SMALL-MI

Ticker FSMD
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Mascoma Wealth Management LLC Fidelity Covington Tr Small Mi Transaction History