Retirement Planning Group, LLC FSMD Holdings History
Retirement Planning Group, LLC's Fidelity Small-Mid Multifactor ETF Holding Summary
As of 2025-03-31, Retirement Planning Group, LLC held 3.48 Mil shares of Fidelity Small-Mid Multifactor ETF(FSMD), totaling $136.20 Mil. This investment constitutes 6.39% of their stock portfolio, and Retirement Planning Group, LLC now holds 14.78% of the outstanding Fidelity Small-Mid Multifactor ETF(FSMD) stock.
The initial trade took place in 2024Q2. And since then Retirement Planning Group, LLC has made 4 purchases of FSMD, at an average price of $39.04, for a total of 3.48 Mil shares. Based on historical transaction data and FSMD's current price of $42.04, Retirement Planning Group, LLC's estimated gain on his FSMD holdings is $10.43 Mil, reflecting a 7.68% gain to date.
Retirement Planning Group, LLC FSMD ($42.04) Holding Chart
Retirement Planning Group, LLC FSMD ($42.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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