Marshall & Sterling Wealth Advisors Inc. Fidelity High Dividend ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 79,255 shares of FDVV stock, worth $4.1 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
79,255Holding current value
$4.1 Million% of portfolio
2.74%Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
311Shares Held
29.6MCall Options Held
7.2KPut Options Held
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Commonwealth Equity Services, LLC3.11MShares$161 Million0.23% of portfolio
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Morgan Stanley New York, NY1.98MShares$102 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.84MShares$95 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC1.24MShares$64.1 Million0.01% of portfolio
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Envestnet Asset Management Inc1.13MShares$58.3 Million0.02% of portfolio