Steward Partners Investment Advisory, LLC Fidelity Covington Tr Small Mi Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 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 205,322 shares of FSMD stock, worth $8.6 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
205,322
Previous 219,868
6.62%
Holding current value
$8.6 Million
Previous $9.06 Million
11.26%
% of portfolio
0.07%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding FSMD
# of Institutions
108Shares Held
13.5MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.48MShares$146 Million8.93% of portfolio
-
Commonwealth Equity Services, LLC1.83MShares$76.7 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC855KShares$35.8 Million0.0% of portfolio
-
Advocacy Wealth Management Services, LLC719KShares$30.1 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC621KShares$26 Million0.01% of portfolio