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 $2.6 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
46,544Holding current value
$2.6 Million% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
391Shares Held
43.6MCall Options Held
8.5KPut Options Held
4.1K-
Commonwealth Equity Services, LLC3.35MShares$187 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$154 Million0.05% of portfolio
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Morgan Stanley New York, NY2.2MShares$123 Million0.01% of portfolio
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Retirement Planning Group2MShares$112 Million6.35% of portfolio
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Bank Of America Corp Charlotte, NC1.65MShares$92.5 Million0.01% of portfolio