Barry Investment Advisors, LLC Fidelity High Dividend ETF Transaction History
Barry Investment Advisors, LLC
- $423 Million
- Q3 2025
A detailed history of Barry Investment Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 42,696 shares of FDVV stock, worth $2.39 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
42,696
Previous 41,908
1.88%
Holding current value
$2.39 Million
Previous $2.18 Million
9.08%
% of portfolio
0.56%
Previous 0.56%
Shares
7 transactions
Others Institutions Holding FDVV
# of Institutions
426Shares Held
51.6MCall Options Held
16.4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.5MShares$253 Million0.08% of portfolio
-
Commonwealth Equity Services, LLC2.96MShares$166 Million0.21% of portfolio
-
Morgan Stanley New York, NY2.34MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.23MShares$125 Million0.01% of portfolio
-
Retirement Planning Group2.2MShares$123 Million6.01% of portfolio