Level Wealth Management LLC Fidelity High Dividend ETF Transaction History
Level Wealth Management LLC
- $153 Billion
- Q1 2025
A detailed history of Level Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Level Wealth Management LLC holds 4,262 shares of FDVV stock, worth $230,872. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,262
Previous 4,230
0.76%
Holding current value
$230,872
Previous $211 Million
0.08%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
369Shares Held
38.6MCall Options Held
12.2KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.44MShares$186 Million0.24% of portfolio
-
Morgan Stanley New York, NY2.2MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$119 Million0.04% of portfolio
-
Retirement Planning Group1.83MShares$99 Million5.94% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$80.8 Million0.01% of portfolio