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 $2.3 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
45,170Holding current value
$2.3 Million% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
360Shares Held
38MCall Options Held
12.2KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.44MShares$175 Million0.24% of portfolio
-
Morgan Stanley New York, NY2.2MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$112 Million0.04% of portfolio
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Retirement Planning Group1.83MShares$93 Million5.94% of portfolio
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Bank Of America Corp Charlotte, NC1.49MShares$76 Million0.01% of portfolio