Morton Brown Family Wealth, LLC Fidelity High Dividend ETF Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
275Shares Held
24MCall Options Held
7.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$141 Million0.21% of portfolio
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Morgan Stanley New York, NY1.57MShares$80 Million0.01% of portfolio
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Envestnet Asset Management Inc1.25MShares$63.7 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC1.05MShares$53.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC936KShares$47.6 Million0.02% of portfolio