Precedent Wealth Partners, LLC Fidelity High Dividend ETF Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
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 25,499 shares of FDVV stock, worth $1.42 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
25,499
Previous 25,894
1.53%
Holding current value
$1.42 Million
Previous $1.35 Billion
5.46%
% of portfolio
0.31%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding FDVV
# of Institutions
405Shares 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
-
Retirement Planning Group2.2MShares$122 Million6.01% of portfolio
-
Morgan Stanley New York, NY2.2MShares$122 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.65MShares$92.1 Million0.01% of portfolio