Westside Investment Management, Inc. Fidelity High Dividend ETF Transaction History
Westside Investment Management, Inc.
- $626 Billion
- Q3 2025
A detailed history of Westside Investment Management, Inc. transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 27,648 shares of FDVV stock, worth $1.55 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
27,648
Previous 25,974
6.44%
Holding current value
$1.55 Million
Previous $1.35 Billion
13.99%
% of portfolio
0.25%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding FDVV
# of Institutions
427Shares Held
51.5MCall Options Held
16.4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.5MShares$253 Million0.08% of portfolio
-
Commonwealth Equity Services, LLC2.96MShares$166 Million0.21% of portfolio
-
Morgan Stanley New York, NY2.34MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.23MShares$125 Million0.01% of portfolio
-
Retirement Planning Group2.2MShares$123 Million6.01% of portfolio