High Mark Wealth Management LLC Fidelity High Dividend ETF Transaction History
High Mark Wealth Management LLC
- $217 Million
- Q3 2025
A detailed history of High Mark Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 209 shares of FDVV stock, worth $11,720. This represents 0.01% of its overall portfolio holdings.
Number of Shares
209
Previous 208
0.48%
Holding current value
$11,720
Previous $10,000
10.0%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding FDVV
# of Institutions
427Shares Held
51.6MCall Options Held
16.4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.5MShares$253 Million0.08% of portfolio
-
Commonwealth Equity Services, LLC2.96MShares$166 Million0.21% of portfolio
-
Morgan Stanley New York, NY2.34MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.23MShares$125 Million0.01% of portfolio
-
Retirement Planning Group2.2MShares$123 Million6.01% of portfolio