Kfg Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 15,744 shares of FDVV stock, worth $801,527. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,744
Previous 12,421
26.75%
Holding current value
$801,527
Previous $629,000
24.96%
% of portfolio
0.2%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding FDVV
# of Institutions
289Shares Held
24MCall Options Held
7.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$141 Million0.21% of portfolio
-
Morgan Stanley New York, NY1.57MShares$80 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.25MShares$63.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$53.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC936KShares$47.6 Million0.02% of portfolio