Amplius Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$38.88 - $42.25 $38 - $42	-1 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$37.31 - $40.41 $37 - $40	1 New	1 $0

Others Institutions Holding FDVV

# of Institutions

252

Shares Held

21.5M

Call Options Held

6.9K

Put Options Held

0

Commonwealth Equity Services, LLC

2.77M
Shares

$141 Million
0.21% of portfolio
Morgan Stanley New York, NY

1.33M
Shares

$67.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.13M
Shares

$57.4 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.02M
Shares

$51.8 Million
0.02% of portfolio
Childress Capital Advisors, LLC Houston, TX

760K
Shares

$38.6 Million
10.52% of portfolio

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
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