Precedent Wealth Partners, LLC Fidelity High Dividend ETF Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 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 25,894 shares of FDVV stock, worth $1.4 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
25,894
Previous 26,220
1.24%
Holding current value
$1.4 Million
Previous $1.3 Billion
3.58%
% of portfolio
0.33%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding FDVV
# of Institutions
371Shares Held
38.8MCall Options Held
12.2KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.44MShares$186 Million0.24% of portfolio
-
Morgan Stanley New York, NY2.2MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$119 Million0.04% of portfolio
-
Retirement Planning Group1.83MShares$99 Million5.94% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$80.8 Million0.01% of portfolio