Lakeridge Wealth Management LLC Fidelity High Dividend ETF Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
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 267,747 shares of FDVV stock, worth $13.4 Million. This represents 7.53% of its overall portfolio holdings.
Number of Shares
267,747
Previous 255,074
4.97%
Holding current value
$13.4 Million
Previous $11.6 Billion
8.37%
% of portfolio
7.53%
Previous 7.49%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
243Shares Held
19.9MCall Options Held
6.9KPut Options Held
0-
Commonwealth Equity Services, LLC2.48MShares$124 Million0.18% of portfolio
-
Morgan Stanley New York, NY1.33MShares$66.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$56.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.02MShares$50.9 Million0.02% of portfolio
-
Kestra Advisory Services, LLC683KShares$34.1 Million0.18% of portfolio