Parcion Private Wealth LLC Fidelity Covington Tr Small Mi Transaction History
Parcion Private Wealth LLC
- $1.19 Billion
- Q1 2025
A detailed history of Parcion Private Wealth LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Parcion Private Wealth LLC holds 349,831 shares of FSMD stock, worth $14.2 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
349,831
Previous 491,316
28.8%
Holding current value
$14.2 Million
Previous $20.2 Million
32.34%
% of portfolio
1.15%
Previous 1.59%
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
108Shares Held
13.5MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.48MShares$142 Million8.93% of portfolio
-
Commonwealth Equity Services, LLC1.83MShares$74.6 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC855KShares$34.8 Million0.0% of portfolio
-
Advocacy Wealth Management Services, LLC719KShares$29.3 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC621KShares$25.3 Million0.01% of portfolio