Precedent Wealth Partners, LLC Fidelity High Dividend ETF Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 9,762 shares of FDVV stock, worth $487,319. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,762
Previous 5,165
89.0%
Holding current value
$487,319
Previous $242 Million
104.64%
% of portfolio
0.16%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
270Shares Held
23.7MCall Options Held
7.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$138 Million0.21% of portfolio
-
Morgan Stanley New York, NY1.57MShares$78.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.25MShares$62.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$52.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC936KShares$46.7 Million0.02% of portfolio