Retirement Planning Group Fidelity Covington Tr Small Mi Call Options Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FSMD

# of Institutions

145

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

2.57M
Shares

$110 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$47.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

845K
Shares

$36.3 Million
0.01% of portfolio
Envestnet Asset Management Inc

695K
Shares

$29.8 Million
0.01% of portfolio
Advocacy Wealth Management Services, LLC

687K
Shares

$29.5 Million
2.2% of portfolio

About FIDELITY COVINGTON TR SMALL-MI

Ticker FSMD
Sector ETFs
Industry ETFs

More about FSMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.