Retirement Planning Group Fidelity Covington Tr Small Mi Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
A detailed history of Retirement Planning Group transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Retirement Planning Group holds 3,478,053 shares of FSMD stock, worth $135 Million. This represents 8.93% of its overall portfolio holdings.
Number of Shares
3,478,053
Previous 2,582,395
34.68%
Holding current value
$135 Million
Previous $106 Million
26.84%
% of portfolio
8.93%
Previous 6.42%
Shares
4 transactions
Others Institutions Holding FSMD
# of Institutions
91Shares Held
10.1MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.75MShares$68 Million0.11% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$19.1 Million1.59% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$15.7 Million0.0% of portfolio
-
Systelligence, LLC394KShares$15.3 Million4.29% of portfolio
-
Envestnet Asset Management Inc382KShares$14.8 Million0.01% of portfolio