Brass Tax Wealth Management, Inc Fidelity High Dividend ETF Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 8,658 shares of FDVV stock, worth $415,410. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,658
Previous 5,650
53.24%
Holding current value
$415,410
Previous $282 Million
52.2%
% of portfolio
0.09%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
339Shares Held
34.1MCall Options Held
13.7KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.11MShares$149 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.98MShares$94.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.84MShares$88.2 Million0.04% of portfolio
-
Retirement Planning Group1.83MShares$87.7 Million5.94% of portfolio
-
Envestnet Asset Management Inc1.36MShares$65.3 Million0.02% of portfolio