Jfs Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,641 shares of FDVV stock, worth $77,225. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,641

Holding current value

$77,225

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$48.86 - $52.28 $80,179 - $85,791	1,641 New	1,641 $81,000

Others Institutions Holding FDVV

# of Institutions

329

Shares Held

33.2M

Call Options Held

13.7K

Put Options Held

1.7K

Commonwealth Equity Services, LLC

3.11M
Shares

$147 Million
0.23% of portfolio
Morgan Stanley New York, NY

1.98M
Shares

$93 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.84M
Shares

$86.5 Million
0.04% of portfolio
Retirement Planning Group

1.83M
Shares

$86 Million
5.94% of portfolio
Bank Of America Corp Charlotte, NC

1.24M
Shares

$58.4 Million
0.01% of portfolio

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

More about FDVV

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Jfs Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History