Trademark Financial Management, LLC Fidelity Covington Tr Small Mi Transaction History
Trademark Financial Management, LLC
- $164 Billion
- Q2 2025
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 8,206 shares of FSMD stock, worth $356,140. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,206
Previous 49,705
83.49%
Holding current value
$356,140
Previous $1.95 Billion
82.52%
% of portfolio
0.21%
Previous 1.49%
Shares
7 transactions
Others Institutions Holding FSMD
# of Institutions
138Shares Held
15.2MCall 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