High Point Wealth Management, LLC Fidelity High Dividend ETF Transaction History
High Point Wealth Management, LLC
- $107 Billion
- Q4 2025
A detailed history of High Point Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, High Point Wealth Management, LLC holds 101,609 shares of FDVV stock, worth $5.7 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
101,609Holding current value
$5.7 Million% of portfolio
5.41%Shares
1 transactions
Others Institutions Holding FDVV
# of Institutions
440Shares Held
52.8MCall Options Held
16.4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.5MShares$253 Million0.08% of portfolio
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Commonwealth Equity Services, LLC2.96MShares$166 Million0.21% of portfolio
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Morgan Stanley New York, NY2.34MShares$131 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.23MShares$125 Million0.01% of portfolio
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Retirement Planning Group2.2MShares$123 Million6.01% of portfolio