Kfg Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Kfg Wealth Management, LLC
- $434 Million
- Q2 2025
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 29,139 shares of FDVV stock, worth $1.58 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
29,139
Previous 22,766
27.99%
Holding current value
$1.58 Million
Previous $1.12 Million
35.51%
% of portfolio
0.35%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding FDVV
# of Institutions
382Shares Held
40.9MCall Options Held
12.2KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.35MShares$182 Million0.23% of portfolio
-
Morgan Stanley New York, NY2.2MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$119 Million0.04% of portfolio
-
Retirement Planning Group2MShares$108 Million6.35% of portfolio
-
Envestnet Asset Management Inc1.65MShares$89.5 Million0.03% of portfolio