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 $142 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
$142 Million
Previous $106 Million
26.84%
% of portfolio
8.93%
Previous 6.42%
Shares
4 transactions
Others Institutions Holding FSMD
# of Institutions
108Shares Held
13.5MCall Options Held
0Put Options Held
0-
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
-
Envestnet Asset Management Inc438KShares$17.8 Million0.01% of portfolio