A detailed history of Level Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Level Wealth Management LLC holds 4,323 shares of FDVV stock, worth $242,433. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,323
Previous 4,297 0.61%
Holding current value
$242,433
Previous $224 Million 7.76%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$52.42 - $55.71 $1,362 - $1,448
26 Added 0.61%
4,323 $241 Million
Q2 2025

Jul 29, 2025

BUY
$43.6 - $52.02 $1,526 - $1,820
35 Added 0.82%
4,297 $224 Million
Q1 2025

Apr 28, 2025

BUY
$48.86 - $52.28 $1,563 - $1,672
32 Added 0.76%
4,262 $211 Million
Q4 2024

Jan 24, 2025

BUY
$49.66 - $52.63 $210,061 - $222,624
4,230 New
4,230 $211 Million

Others Institutions Holding FDVV

About FIDELITY HIGH DIVIDEND ETF


  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
Track This Portfolio

Track Level Wealth Management LLC Portfolio

Follow Level Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Wealth Management LLC with notifications on news.