Van Hulzen Asset Management, LLC Fidelity Covington Tr Small Mi Transaction History
Van Hulzen Asset Management, LLC
- $1.13 Billion
- Q2 2025
A detailed history of Van Hulzen Asset Management, LLC transactions in Fidelity Covington Tr Small Mi stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 73,228 shares of FSMD stock, worth $3.19 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
73,228
Previous 71,412
2.54%
Holding current value
$3.19 Million
Previous $2.8 Million
8.58%
% of portfolio
0.27%
Previous 0.27%
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