Retirement Planning Group Fidelity Covington Tr Small Mi Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 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 2,294,135 shares of FSMD stock, worth $98.3 Million. This represents 6.01% of its overall portfolio holdings.
Number of Shares
2,294,135
Previous 2,116,506
8.39%
Holding current value
$98.3 Million
Previous $79.7 Million
19.09%
% of portfolio
6.01%
Previous 5.7%
Shares
2 transactions
Others Institutions Holding FSMD
# of Institutions
75Shares Held
7.62MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.48MShares$63.3 Million0.09% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$21.1 Million1.59% of portfolio
-
Systelligence, LLC394KShares$16.9 Million4.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL359KShares$15.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc338KShares$14.5 Million0.0% of portfolio