Roxbury Financial LLC Fidelity Covington Tr Small Mi Transaction History
Roxbury Financial LLC
- $102 Billion
- Q1 2025
A detailed history of Roxbury Financial LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Roxbury Financial LLC holds 21,544 shares of FSMD stock, worth $828,151. This represents 0.86% of its overall portfolio holdings.
Number of Shares
21,544
Previous 20,041
7.5%
Holding current value
$828,151
Previous $895 Million
1.47%
% of portfolio
0.86%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding FSMD
# of Institutions
96Shares Held
11.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.48MShares$134 Million8.93% of portfolio
-
Commonwealth Equity Services, LLC1.75MShares$67.3 Million0.11% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA491KShares$18.9 Million1.59% of portfolio
-
Envestnet Asset Management Inc438KShares$16.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$15.6 Million0.0% of portfolio