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 $2.68 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
48,084
Previous 46,070
4.37%
Holding current value
$2.68 Million
Previous $2.4 Million
11.77%
% of portfolio
0.31%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
405Shares Held
45.3MCall Options Held
13.3KPut Options Held
4.1K-
Commonwealth Equity Services, LLC2.96MShares$165 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$154 Million0.05% of portfolio
-
Retirement Planning Group2.2MShares$122 Million6.01% of portfolio
-
Morgan Stanley New York, NY2.2MShares$122 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.65MShares$92.1 Million0.01% of portfolio