Dynasty Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 692,656 shares of FDVV stock, worth $38.8 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
692,656
Previous 561,496
23.36%
Holding current value
$38.8 Million
Previous $29.2 Billion
32.11%
% of portfolio
0.52%
Previous 0.5%
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