Next Level Wealth Planning, LLC Fidelity High Dividend ETF Transaction History
Next Level Wealth Planning, LLC
- $177 Billion
- Q3 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 4,282 shares of FDVV stock, worth $238,336. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,282Holding current value
$238,336% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
409Shares Held
45.3MCall Options Held
13.3KPut Options Held
4.1K-
Commonwealth Equity Services, LLC2.96MShares$165 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$154 Million0.05% of portfolio
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Retirement Planning Group2.2MShares$122 Million6.01% of portfolio
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Morgan Stanley New York, NY2.2MShares$122 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.65MShares$92.1 Million0.01% of portfolio