Trademark Financial Management, LLC Fidelity Covington Tr Small Mi Transaction History
Trademark Financial Management, LLC
- $121 Billion
- Q1 2024
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
Others Institutions Holding FSMD
# of Institutions
40Shares Held
2.88MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.05MShares$38.9 Million0.07% of portfolio
-
Kestra Advisory Services, LLC367KShares$13.7 Million0.1% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL238KShares$8.86 Million0.01% of portfolio
-
Envestnet Asset Management Inc230KShares$8.55 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ195KShares$7.27 Million0.02% of portfolio