Kfg Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Kfg Wealth Management, LLC
- $229 Million
- Q2 2024
A detailed history of Kfg Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 11,334 shares of FDVV stock, worth $570,666. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,334
Previous 7,252
56.29%
Holding current value
$570,666
Previous $328,000
61.59%
% of portfolio
0.23%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
245Shares Held
20.3MCall Options Held
6.9KPut Options Held
0-
Commonwealth Equity Services, LLC2.48MShares$125 Million0.18% of portfolio
-
Morgan Stanley New York, NY1.33MShares$66.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$56.9 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.02MShares$51.4 Million0.02% of portfolio
-
Kestra Advisory Services, LLC683KShares$34.4 Million0.18% of portfolio