Mascoma Wealth Management LLC Fidelity High Dividend ETF Transaction History
Mascoma Wealth Management LLC
- $351 Million
- Q1 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 289,390 shares of FDVV stock, worth $13.5 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
289,390
Previous 218,958
32.17%
Holding current value
$13.5 Million
Previous $9.26 Million
41.64%
% of portfolio
3.73%
Previous 2.78%
Shares
7 transactions
Others Institutions Holding FDVV
# of Institutions
215Shares Held
18MCall Options Held
8.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.24MShares$105 Million0.17% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.16MShares$54.5 Million0.12% of portfolio
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Morgan Stanley New York, NY1.14MShares$53.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.09MShares$51.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc752KShares$35.2 Million0.01% of portfolio