Jgp Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Jgp Wealth Management, LLC
- $938 Million
- Q4 2025
A detailed history of Jgp Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 8,374 shares of FDVV stock, worth $469,613. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,374
Previous 8,379
0.06%
Holding current value
$469,613
Previous $466,000
0.64%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
431Shares Held
51.9MCall 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