Precedent Wealth Partners, LLC Fidelity High Dividend ETF Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 10,663 shares of FDVV stock, worth $545,412. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,663
Previous 9,762
9.23%
Holding current value
$545,412
Previous $494 Million
7.7%
% of portfolio
0.17%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
280Shares Held
23.8MCall Options Held
7.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$142 Million0.21% of portfolio
-
Morgan Stanley New York, NY1.57MShares$80.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.25MShares$64 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$53.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC936KShares$47.9 Million0.02% of portfolio