Cyndeo Wealth Partners, LLC Fidelity High Dividend ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.72 Billion
- Q3 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 14,808 shares of FDVV stock, worth $830,432. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,808
Previous 14,187
4.38%
Holding current value
$830,432
Previous $738,000
11.65%
% of portfolio
0.05%
Previous 0.05%
Shares
3 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