United Capital Financial Advisers, LLC Fidelity Covington Tr Small Mi Transaction History
United Capital Financial Advisers, LLC
- $12.1 Billion
- Q2 2025
A detailed history of United Capital Financial Advisers, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 8,134 shares of FSMD stock, worth $354,561. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,134
Previous 8,144
0.12%
Holding current value
$354,561
Previous $318,000
5.97%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FSMD
# of Institutions
141Shares Held
15.7MCall Options Held
0Put Options Held
0-
Retirement Planning Group3.55MShares$155 Million9.0% of portfolio
-
Commonwealth Equity Services, LLC2.21MShares$96.3 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$48.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC845KShares$36.9 Million0.01% of portfolio
-
Advocacy Wealth Management Services, LLC687KShares$29.9 Million2.2% of portfolio