Level Wealth Management LLC Fidelity High Dividend ETF Transaction History
Level Wealth Management LLC
- $172 Billion
- Q2 2025
A detailed history of Level Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Level Wealth Management LLC holds 4,297 shares of FDVV stock, worth $231,608. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,297
Previous 4,262
0.82%
Holding current value
$231,608
Previous $211 Million
5.72%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
373Shares Held
39.1MCall Options Held
12.2KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.44MShares$185 Million0.24% of portfolio
-
Morgan Stanley New York, NY2.2MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$119 Million0.04% of portfolio
-
Retirement Planning Group2MShares$108 Million6.35% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$80.4 Million0.01% of portfolio