Precedent Wealth Partners, LLC Fidelity High Dividend ETF Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 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 10,663 shares of FDVV stock, worth $551,063. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,663
Previous 9,762
9.23%
Holding current value
$551,063
Previous $494 Million
7.7%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
311Shares Held
29.6MCall Options Held
7.2KPut Options Held
0-
Commonwealth Equity Services, LLC3.11MShares$161 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.98MShares$102 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.84MShares$95 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$64.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.13MShares$58.3 Million0.02% of portfolio