Axis Wealth Partners, LLC Fidelity High Dividend ETF Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 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 67,639 shares of FDVV stock, worth $3.76 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
67,639
Previous 66,590
1.58%
Holding current value
$3.76 Million
Previous $3.46 Billion
8.78%
% of portfolio
2.21%
Previous 2.28%
Shares
4 transactions
Others Institutions Holding FDVV
# of Institutions
403Shares Held
44.8MCall Options Held
13.3KPut Options Held
4.1K-
Commonwealth Equity Services, LLC2.96MShares$165 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$154 Million0.05% of portfolio
-
Retirement Planning Group2.2MShares$122 Million6.01% of portfolio
-
Morgan Stanley New York, NY2.2MShares$122 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.65MShares$92.1 Million0.01% of portfolio