Sage Oak Financial, LLC Fidelity High Dividend ETF Transaction History
Sage Oak Financial, LLC
- $136 Billion
- Q3 2025
A detailed history of Sage Oak Financial, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Sage Oak Financial, LLC holds 6,075 shares of FDVV stock, worth $340,686. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,075
Previous 6,129
0.88%
Holding current value
$340,686
Previous $319 Million
6.15%
% of portfolio
0.25%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding FDVV
# of Institutions
426Shares Held
51.6MCall 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