Evergreen Private Wealth LLC Fidelity Covington Trust High Transaction History
Evergreen Private Wealth LLC
- $247 Billion
- Q3 2025
A detailed history of Evergreen Private Wealth LLC transactions in Fidelity Covington Trust High stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 49,958 shares of FDHY stock, worth $2.45 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
49,958
Previous 50,245
0.57%
Holding current value
$2.45 Million
Previous $2.45 Billion
0.35%
% of portfolio
1.0%
Previous 1.03%
Shares
8 transactions
Others Institutions Holding FDHY
# of Institutions
68Shares Held
2.19MCall Options Held
0Put Options Held
0-
Financial Management Professionals, Inc.408KShares$20.1 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC401KShares$19.7 Million0.01% of portfolio
-
Advisory Services Network, LLC154KShares$7.58 Million0.13% of portfolio
-
Moody National Bank Trust Division106KShares$5.18 Million0.45% of portfolio
-
Flavin Financial Services, Inc. Melbourne, FL78.7KShares$3.87 Million3.73% of portfolio