Perigon Wealth Management, LLC Fidelity Covington Tr Small Mi Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,950 shares of FSMD stock, worth $259,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,950Holding current value
$259,360% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FSMD
# of Institutions
141Shares Held
15.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.55MShares$155 Million9.0% of portfolio
-
Commonwealth Equity Services, LLC2.21MShares$96.3 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$48.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC845KShares$36.9 Million0.01% of portfolio
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Advocacy Wealth Management Services, LLC687KShares$29.9 Million2.2% of portfolio