Shared Vision Wealth Group LLC Fidelity Covington Trust High Transaction History
Shared Vision Wealth Group LLC
- $183 Billion
- Q1 2025
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 $287,170. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,869
Previous 5,869
-0.0%
Holding current value
$287,170
Previous $283 Million
0.44%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding FDHY
# of Institutions
65Shares Held
1.65MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC354KShares$17.3 Million0.01% of portfolio
-
Advisory Services Network, LLC165KShares$8.09 Million0.16% of portfolio
-
Commonwealth Equity Services, LLC115KShares$5.6 Million0.01% of portfolio
-
Moody National Bank Trust Division104KShares$5.11 Million0.48% of portfolio
-
Flavin Financial Services, Inc. Melbourne, FL78.7KShares$3.85 Million3.73% of portfolio