Wcg Wealth Advisors LLC Fidelity High Dividend ETF Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 85,335 shares of FDVV stock, worth $4.3 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
85,335
Previous 82,557
3.36%
Holding current value
$4.3 Million
Previous $3.74 Million
6.74%
% of portfolio
0.3%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding FDVV
# of Institutions
244Shares Held
20.2MCall Options Held
6.9KPut Options Held
0-
Commonwealth Equity Services, LLC2.48MShares$125 Million0.18% of portfolio
-
Morgan Stanley New York, NY1.33MShares$66.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$56.9 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.02MShares$51.4 Million0.02% of portfolio
-
Kestra Advisory Services, LLC683KShares$34.4 Million0.18% of portfolio