Axis Wealth Partners, LLC Fidelity High Dividend ETF Transaction History
Axis Wealth Partners, LLC
- $152 Billion
- Q2 2025
A detailed history of Axis Wealth Partners, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 66,590 shares of FDVV stock, worth $3.61 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
66,590
Previous 62,010
7.39%
Holding current value
$3.61 Million
Previous $3.08 Billion
12.63%
% of portfolio
2.28%
Previous 2.27%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
382Shares Held
40.9MCall Options Held
12.2KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.35MShares$182 Million0.23% of portfolio
-
Morgan Stanley New York, NY2.2MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$119 Million0.04% of portfolio
-
Retirement Planning Group2MShares$108 Million6.35% of portfolio
-
Envestnet Asset Management Inc1.65MShares$89.5 Million0.03% of portfolio