Sheets Smith Wealth Management Fidelity High Dividend ETF Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 45,170 shares of FDVV stock, worth $2.17 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
45,170Holding current value
$2.17 Million% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
341Shares Held
34MCall Options Held
13.7KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.11MShares$149 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.98MShares$94.8 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.84MShares$88.2 Million0.04% of portfolio
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Retirement Planning Group1.83MShares$87.7 Million5.94% of portfolio
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Envestnet Asset Management Inc1.36MShares$65.3 Million0.02% of portfolio