Investment Advisory Group, LLC Fidelity High Dividend ETF Transaction History
Investment Advisory Group, LLC
- $355 Million
- Q3 2025
A detailed history of Investment Advisory Group, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 9,350 shares of FDVV stock, worth $524,348. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,350
Previous 6,481
44.27%
Holding current value
$524,348
Previous $337,000
54.3%
% of portfolio
0.15%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
428Shares Held
49.8MCall Options Held
13.3KPut Options Held
4.1K-
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