Lakeridge Wealth Management LLC Fidelity High Dividend ETF Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 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 296,158 shares of FDVV stock, worth $15 Million. This represents 7.64% of its overall portfolio holdings.

Number of Shares
296,158
Previous 277,493 6.73%
Holding current value
$15 Million
Previous $14.1 Billion 5.23%
% of portfolio
7.64%
Previous 7.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
291
Shares Held
24.1M
Call Options Held
7.2K
Put Options Held
0
View Full List

About FIDELITY HIGH DIVIDEND ETF

FDVV Quotes by TradingView
  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
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