Liberty Wealth Management LLC Fidelity High Dividend ETF Transaction History
Liberty Wealth Management LLC
- $504 Million
- Q1 2025
A detailed history of Liberty Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 5,362 shares of FDVV stock, worth $267,027. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,362
Previous 5,362
-0.0%
Holding current value
$267,027
Previous $265,000
-0.0%
% of portfolio
0.05%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
358Shares Held
38MCall Options Held
12.2KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.44MShares$171 Million0.24% of portfolio
-
Morgan Stanley New York, NY2.2MShares$110 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$110 Million0.04% of portfolio
-
Retirement Planning Group1.83MShares$91 Million5.94% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$74.3 Million0.01% of portfolio