Roxbury Financial LLC Fidelity Covington Tr Small Mi Transaction History
Roxbury Financial LLC
- $103 Billion
- Q2 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 19,894 shares of FSMD stock, worth $863,399. This represents 0.8% of its overall portfolio holdings.
Number of Shares
19,894
Previous 21,544
7.66%
Holding current value
$863,399
Previous $882 Million
6.49%
% of portfolio
0.8%
Previous 0.86%
Shares
3 transactions
Others Institutions Holding FSMD
# of Institutions
138Shares Held
15.1MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.55MShares$154 Million9.0% of portfolio
-
Commonwealth Equity Services, LLC2.21MShares$95.8 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$48.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC845KShares$36.7 Million0.01% of portfolio
-
Advocacy Wealth Management Services, LLC687KShares$29.8 Million2.2% of portfolio