Assured Partners Investment Advisors, LLC Fidelity High Dividend ETF Transaction History
Assured Partners Investment Advisors, LLC
- $409 Billion
- Q2 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 359,916 shares of FDVV stock, worth $19.3 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
359,916
Previous 390,411
7.81%
Holding current value
$19.3 Million
Previous $19.4 Billion
3.31%
% of portfolio
4.58%
Previous 3.74%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
381Shares Held
40.4MCall Options Held
12.2KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.35MShares$180 Million0.23% of portfolio
-
Morgan Stanley New York, NY2.2MShares$118 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$118 Million0.04% of portfolio
-
Retirement Planning Group2MShares$107 Million6.35% of portfolio
-
Envestnet Asset Management Inc1.65MShares$88.5 Million0.03% of portfolio