Primoris Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History
Primoris Wealth Advisors, LLC
- $125 Million
- Q1 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 39,658 shares of FDVV stock, worth $1.88 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
39,658
Previous 35,458
11.84%
Holding current value
$1.88 Million
Previous $1.5 Million
19.81%
% of portfolio
1.44%
Previous 1.42%
Shares
10 transactions
Others Institutions Holding FDVV
# of Institutions
216Shares Held
18MCall Options Held
8.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.24MShares$106 Million0.17% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.16MShares$55.1 Million0.12% of portfolio
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Morgan Stanley New York, NY1.14MShares$53.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.09MShares$51.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc752KShares$35.6 Million0.01% of portfolio