Integrated Wealth Concepts LLC Fidelity High Dividend ETF Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 304,789 shares of FDVV stock, worth $15 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
304,789
Previous 522,951
41.72%
Holding current value
$15 Million
Previous $23.7 Million
39.82%
% of portfolio
0.2%
Previous 0.35%
Shares
16 transactions
Others Institutions Holding FDVV
# of Institutions
243Shares Held
19.9MCall Options Held
6.9KPut Options Held
0-
Commonwealth Equity Services, LLC2.48MShares$122 Million0.18% of portfolio
-
Morgan Stanley New York, NY1.33MShares$65.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$55.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.02MShares$50.1 Million0.02% of portfolio
-
Kestra Advisory Services, LLC683KShares$33.6 Million0.18% of portfolio