Retirement Planning Group Fidelity Covington Tr Small Mi Transaction History
Retirement Planning Group
- $1.66 Billion
- Q4 2024
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 2,582,395 shares of FSMD stock, worth $105 Million. This represents 6.42% of its overall portfolio holdings.
Number of Shares
2,582,395
Previous 2,294,135
12.57%
Holding current value
$105 Million
Previous $95 Million
12.05%
% of portfolio
6.42%
Previous 6.01%
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
89Shares Held
10.1MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.75MShares$71 Million0.11% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$19.9 Million1.59% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$16.4 Million0.0% of portfolio
-
Systelligence, LLC394KShares$16 Million4.29% of portfolio
-
Envestnet Asset Management Inc382KShares$15.5 Million0.01% of portfolio