Kfg Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 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 12,421 shares of FDVV stock, worth $620,056. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,421
Previous 11,334
9.59%
Holding current value
$620,056
Previous $530,000
18.68%
% of portfolio
0.18%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
270Shares Held
23.7MCall Options Held
7.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$138 Million0.21% of portfolio
-
Morgan Stanley New York, NY1.57MShares$78.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.25MShares$62.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$52.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC936KShares$46.7 Million0.02% of portfolio