Venturi Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 285 shares of FDVV stock, worth $13,509. This represents 0.0% of its overall portfolio holdings.
Number of Shares
285
Previous 283
0.71%
Holding current value
$13,509
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FDVV
# of Institutions
216Shares Held
18MCall Options Held
8.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.24MShares$106 Million0.17% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.16MShares$55.2 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.14MShares$53.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.09MShares$51.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc752KShares$35.7 Million0.01% of portfolio