Tru Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History
Tru Wealth Advisors, LLC
- $1.49 Billion
- Q2 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 9,445 shares of FDVV stock, worth $471,211. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,445
Previous 5,857
61.26%
Holding current value
$471,211
Previous $265,000
66.42%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
243Shares Held
19.9MCall Options Held
6.9KPut Options Held
0-
Commonwealth Equity Services, LLC2.48MShares$124 Million0.18% of portfolio
-
Morgan Stanley New York, NY1.33MShares$66.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$56.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.02MShares$50.9 Million0.02% of portfolio
-
Kestra Advisory Services, LLC683KShares$34.1 Million0.18% of portfolio