Kfg Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 40,386 shares of FDVV stock, worth $2.25 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
40,386
Previous 29,139
38.6%
Holding current value
$2.25 Million
Previous $1.52 Million
48.45%
% of portfolio
0.48%
Previous 0.35%
Shares
7 transactions
Others Institutions Holding FDVV
# of Institutions
398Shares Held
44MCall Options Held
8.5KPut Options Held
4.1K-
Commonwealth Equity Services, LLC2.96MShares$165 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$154 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.2MShares$122 Million0.01% of portfolio
-
Retirement Planning Group2MShares$111 Million6.35% of portfolio
-
Bank Of America Corp Charlotte, NC1.65MShares$92.1 Million0.01% of portfolio