Coastal Investment Advisors, Inc. Fidelity High Dividend ETF Transaction History
Coastal Investment Advisors, Inc.
- $281 Million
- Q3 2025
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
428Shares Held
51.5MCall Options Held
16.4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.5MShares$253 Million0.08% of portfolio
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Commonwealth Equity Services, LLC2.96MShares$166 Million0.21% of portfolio
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Morgan Stanley New York, NY2.34MShares$131 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.23MShares$125 Million0.01% of portfolio
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Retirement Planning Group2.2MShares$123 Million6.01% of portfolio