Mascoma Wealth Management LLC Fidelity High Dividend ETF Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 310,624 shares of FDVV stock, worth $15.4 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
310,624
Previous 302,338
2.74%
Holding current value
$15.4 Million
Previous $15.3 Million
1.3%
% of portfolio
3.91%
Previous 3.83%
Shares
10 transactions
Others Institutions Holding FDVV
# of Institutions
320Shares Held
30.4MCall Options Held
13.7KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.11MShares$155 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.98MShares$98.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.84MShares$91.4 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$61.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.13MShares$56.1 Million0.02% of portfolio