Shared Vision Wealth Group LLC Fidelity Covington Trust High Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 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 $287,698. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,869
Previous 5,869
-0.0%
Holding current value
$287,698
Previous $286 Million
1.11%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding FDHY
# of Institutions
71Shares Held
2.23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC428KShares$21 Million0.01% of portfolio
-
Financial Management Professionals, Inc.408KShares$20 Million2.17% of portfolio
-
Advisory Services Network, LLC155KShares$7.59 Million0.12% of portfolio
-
Moody National Bank Trust Division106KShares$5.17 Million0.45% of portfolio
-
Flavin Financial Services, Inc. Melbourne, FL101KShares$4.97 Million3.55% of portfolio