Summit Financial Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 46,544 shares of FDVV stock, worth $2.61 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
46,544Holding current value
$2.61 Million% of portfolio
0.43%Shares
1 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
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Commonwealth Equity Services, LLC2.96MShares$166 Million0.21% of portfolio
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Morgan Stanley New York, NY2.34MShares$131 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.23MShares$125 Million0.01% of portfolio
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Retirement Planning Group2.2MShares$123 Million6.01% of portfolio