Kwb Wealth Fidelity High Dividend ETF Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
A detailed history of Kwb Wealth transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kwb Wealth holds 106,753 shares of FDVV stock, worth $5.99 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
106,753
Previous 69,956
52.6%
Holding current value
$5.99 Million
Previous $3.64 Million
63.42%
% of portfolio
0.67%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
426Shares Held
51.5MCall 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