Kingswood Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,975 shares of FDVV stock, worth $239,347. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,975
Previous 4,974
0.02%
Holding current value
$239,347
Previous $225 Million
3.26%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
219Shares Held
18.1MCall Options Held
8.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.24MShares$108 Million0.17% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.16MShares$56 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.14MShares$54.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.09MShares$52.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc752KShares$36.2 Million0.01% of portfolio