Uma Financial Services, Inc. Fidelity High Dividend ETF Transaction History
Uma Financial Services, Inc.
- $562 Million
- Q1 2025
A detailed history of Uma Financial Services, Inc. transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 152 shares of FDVV stock, worth $7,292. This represents 0.0% of its overall portfolio holdings.
Number of Shares
152
Previous 152
-0.0%
Holding current value
$7,292
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
341Shares Held
35MCall Options Held
13.7KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.44MShares$165 Million0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$106 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.98MShares$94.8 Million0.01% of portfolio
-
Retirement Planning Group1.83MShares$87.7 Million5.94% of portfolio
-
Envestnet Asset Management Inc1.36MShares$65.3 Million0.02% of portfolio