Shared Vision Wealth Group LLC Fidelity High Dividend ETF Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,700 shares of FDVV stock, worth $286,596. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,700
Previous 5,700
-0.0%
Holding current value
$286,596
Previous $267 Million
8.27%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
270Shares Held
23.7MCall Options Held
7.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$139 Million0.21% of portfolio
-
Morgan Stanley New York, NY1.57MShares$79 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.25MShares$62.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$52.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC936KShares$47 Million0.02% of portfolio