Shared Vision Wealth Group LLC Fidelity Covington Trust High Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 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 $286,055. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,869
Previous 5,869
-0.0%
Holding current value
$286,055
Previous $280 Million
3.22%
% of portfolio
0.15%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding FDHY
# of Institutions
64Shares Held
1.86MCall Options Held
0Put Options Held
0-
Financial Management Professionals, Inc.395KShares$19.2 Million2.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC321KShares$15.7 Million0.01% of portfolio
-
Advisory Services Network, LLC172KShares$8.38 Million0.17% of portfolio
-
Morgan Stanley New York, NY164KShares$8 Million0.0% of portfolio
-
Moody National Bank Trust Division99.3KShares$4.84 Million0.53% of portfolio