Planwiser Financial, LLC Fidelity Covington Trust High Transaction History
Planwiser Financial, LLC
- $126 Billion
- Q3 2025
A detailed history of Planwiser Financial, LLC transactions in Fidelity Covington Trust High stock. As of the latest transaction made, Planwiser Financial, LLC holds 20,560 shares of FDHY stock, worth $1.01 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
20,560
Previous 19,949
3.06%
Holding current value
$1.01 Million
Previous $978 Million
2.85%
% of portfolio
0.8%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding FDHY
# of Institutions
71Shares Held
2.23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC428KShares$21 Million0.01% of portfolio
-
Financial Management Professionals, Inc.408KShares$20 Million2.17% of portfolio
-
Advisory Services Network, LLC155KShares$7.59 Million0.12% of portfolio
-
Moody National Bank Trust Division106KShares$5.17 Million0.45% of portfolio
-
Flavin Financial Services, Inc. Melbourne, FL101KShares$4.97 Million3.55% of portfolio