Lakeridge Wealth Management LLC Fidelity High Dividend ETF Transaction History

Lakeridge Wealth Management LLC

  • $225 Billion
  • Q3 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 338,756 shares of FDVV stock, worth $19 Million. This represents 8.39% of its overall portfolio holdings.

Number of Shares
338,756
Previous 335,907 0.85%
Holding current value
$19 Million
Previous $17.5 Billion 8.0%
% of portfolio
8.39%
Previous 8.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$52.42 - $55.71 $149,344 - $158,717
2,849 Added 0.85%
338,756 $18.9 Billion
Q2 2025

Aug 07, 2025
BUY
$43.6 - $52.02 $790,686 - $943,382
18,135 Added 5.71%
335,907 $17.5 Billion
Q1 2025

Apr 16, 2025
BUY
$48.86 - $52.28 $1.06 Million - $1.13 Million
21,614 Added 7.3%
317,772 $15.8 Billion
Q4 2024

Jan 30, 2025
BUY
$49.66 - $52.63 $926,903 - $982,338
18,665 Added 6.73%
296,158 $14.8 Billion
Q3 2024

Oct 07, 2024
BUY
$46.26 - $50.65 $450,849 - $493,634
9,746 Added 3.64%
277,493 $14.1 Billion
Q2 2024

Aug 01, 2024
BUY
$43.48 - $47.63 $551,022 - $603,614
12,673 Added 4.97%
267,747 $12.5 Billion
Q1 2024

Apr 29, 2024
SELL
$41.93 - $45.31 $27,967 - $30,221
-667 Reduced 0.26%
255,074 $11.6 Billion
Q4 2023

Feb 14, 2024
BUY
$37.1 - $42.49 $9.49 Million - $10.9 Million
255,741 New
255,741 $10.8 Billion

Others Institutions Holding FDVV

# of Institutions
426
Shares Held
51.6M
Call Options Held
16.4K
Put Options Held
0
View Full List

About FIDELITY HIGH DIVIDEND ETF

FDVV Quotes by TradingView
  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email