Lakeridge Wealth Management LLC Fidelity High Dividend ETF Transaction History

Lakeridge Wealth Management LLC

$200 Billion
Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 317,772 shares of FDVV stock, worth $14.9 Million. This represents 7.88% of its overall portfolio holdings.

Number of Shares

317,772

Previous 296,158 7.3%

Holding current value

$14.9 Million

Previous $14.8 Billion 6.57%

% of portfolio

7.88%

Previous 7.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$48.86 - $52.28 $1.06 Million - $1.13 Million	21,614 Added 7.3%	317,772 $15.8 Billion
Q4 2024 Jan 30, 2025	BUY	$49.66 - $52.63 $926,903 - $982,338	18,665 Added 6.73%	296,158 $14.8 Billion
Q3 2024 Oct 07, 2024	BUY	$46.26 - $50.65 $450,849 - $493,634	9,746 Added 3.64%	277,493 $14.1 Billion
Q2 2024 Aug 01, 2024	BUY	$43.48 - $47.63 $551,022 - $603,614	12,673 Added 4.97%	267,747 $12.5 Billion
Q1 2024 Apr 29, 2024	SELL	$41.93 - $45.31 $27,967 - $30,221	-667 Reduced 0.26%	255,074 $11.6 Billion
Q4 2023 Feb 14, 2024	BUY	$37.1 - $42.49 $9.49 Million - $10.9 Million	255,741 New	255,741 $10.8 Billion

Others Institutions Holding FDVV

# of Institutions

325

Shares Held

32.3M

Call Options Held

13.7K

Put Options Held

1.7K

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

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Lakeridge Wealth Management LLC Fidelity High Dividend ETF Transaction History