Steward Partners Investment Advisory, LLC Fidelity Covington Tr Small Mi Transaction History

Steward Partners Investment Advisory, LLC

$12.3 Billion
Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 201,710 shares of FSMD stock, worth $8.75 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

201,710

Previous 205,322 1.76%

Holding current value

$8.75 Million

Previous $8.04 Million 4.03%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$34.67 - $41.47 $125,228 - $149,789	-3,612 Reduced 1.76%	201,710 $8.36 Million
Q1 2025 May 13, 2025	SELL	$38.04 - $43.22 $553,329 - $628,678	-14,546 Reduced 6.62%	205,322 $8.04 Million
Q4 2024 Feb 06, 2025	SELL	$40.75 - $44.85 $12,062 - $13,275	-296 Reduced 0.13%	219,868 $9.06 Million
Q3 2024 Nov 14, 2024	BUY	$37.22 - $41.47 $8.15 Million - $9.08 Million	218,946 Added 17975.86%	220,164 $9.11 Million
Q2 2024 Aug 08, 2024	BUY	$36.08 - $38.91 $2,453 - $2,645	68 Added 5.91%	1,218 $45,000
Q1 2024 May 15, 2024	BUY	$35.12 - $38.86 $40,388 - $44,689	1,150 New	1,150 $44,000

Others Institutions Holding FSMD

# of Institutions

138

Shares Held

15.1M

Call Options Held

Put Options Held

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About FIDELITY COVINGTON TR SMALL-MI

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Steward Partners Investment Advisory, LLC Fidelity Covington Tr Small Mi Transaction History