Bogart Wealth, LLC Fidelity High Dividend ETF Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,104 shares of FDVV stock, worth $61,735. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,104
Previous 803
37.48%
Holding current value
$61,735
Previous $39,000
46.15%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FDVV
# of Institutions
393Shares Held
43.7MCall Options Held
8.5KPut Options Held
4.1K-
Commonwealth Equity Services, LLC3.35MShares$187 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$154 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.2MShares$123 Million0.01% of portfolio
-
Retirement Planning Group2MShares$112 Million6.35% of portfolio
-
Bank Of America Corp Charlotte, NC1.65MShares$92.5 Million0.01% of portfolio