A detailed history of Trademark Financial Management, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Trademark Financial Management, LLC holds 34,371 shares of FSMD stock, worth $1.28 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
34,371
Previous 5,821 490.47%
Holding current value
$1.28 Million
Previous $211 Million 533.33%
% of portfolio
1.11%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$35.12 - $38.86 $1 Million - $1.11 Million
28,550 Added 490.47%
34,371 $1.34 Billion
Q4 2023

Feb 13, 2024

BUY
$30.35 - $36.57 $176,667 - $212,873
5,821 New
5,821 $211 Million

Others Institutions Holding FSMD

About FIDELITY COVINGTON TR SMALL-MI


  • Ticker FSMD
  • Sector ETFs
  • Industry ETFs
More about FSMD
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.