Kingswood Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,400 shares of FDVV stock, worth $318,208. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,400
Previous 5,597
14.35%
Holding current value
$318,208
Previous $283 Million
12.76%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding FDVV
# of Institutions
320Shares Held
30.4MCall Options Held
13.7KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.11MShares$155 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.98MShares$98.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.84MShares$91.4 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$61.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.13MShares$56.1 Million0.02% of portfolio