Shared Vision Wealth Group LLC Fidelity Covington Trust High Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Fidelity Covington Trust High stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,869 shares of FDHY stock, worth $285,526. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,869
Previous 5,869
-0.0%
Holding current value
$285,526
Previous $282 Million
0.48%
% of portfolio
0.16%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FDHY
# of Institutions
59Shares Held
1.53MCall Options Held
0Put Options Held
0-
Financial Management Professionals, Inc.351KShares$17.1 Million2.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC231KShares$11.2 Million0.01% of portfolio
-
Advisory Services Network, LLC176KShares$8.58 Million0.19% of portfolio
-
Commonwealth Equity Services, LLC98.9KShares$4.81 Million0.01% of portfolio
-
Smith Chas P & Associates Pa Cpas72KShares$3.5 Million0.21% of portfolio