Sheets Smith Wealth Management Fidelity High Dividend ETF Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 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 48,084 shares of FDVV stock, worth $2.7 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
48,084
Previous 46,070
4.37%
Holding current value
$2.7 Million
Previous $2.4 Million
11.77%
% of portfolio
0.31%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
426Shares Held
51.6MCall Options Held
16.4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.5MShares$253 Million0.08% of portfolio
-
Commonwealth Equity Services, LLC2.96MShares$166 Million0.21% of portfolio
-
Morgan Stanley New York, NY2.34MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.23MShares$125 Million0.01% of portfolio
-
Retirement Planning Group2.2MShares$123 Million6.01% of portfolio