Evergreen Private Wealth LLC Fidelity Covington Trust High Transaction History
Evergreen Private Wealth LLC
- $239 Billion
- Q2 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 50,245 shares of FDHY stock, worth $2.45 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
50,245
Previous 46,999
6.91%
Holding current value
$2.45 Million
Previous $2.26 Billion
8.71%
% of portfolio
1.03%
Previous 1.06%
Shares
7 transactions
Others Institutions Holding FDHY
# of Institutions
65Shares Held
1.65MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC354KShares$17.3 Million0.01% of portfolio
-
Advisory Services Network, LLC165KShares$8.07 Million0.16% of portfolio
-
Commonwealth Equity Services, LLC112KShares$5.47 Million0.01% of portfolio
-
Moody National Bank Trust Division104KShares$5.1 Million0.48% of portfolio
-
Flavin Financial Services, Inc. Melbourne, FL77.5KShares$3.78 Million3.42% of portfolio