Lakeridge Wealth Management LLC Fidelity High Dividend ETF Transaction History

Lakeridge Wealth Management LLC

$194 Billion
Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 296,158 shares of FDVV stock, worth $15.3 Million. This represents 7.64% of its overall portfolio holdings.

Number of Shares

296,158

Previous 277,493 6.73%

Holding current value

$15.3 Million

Previous $14.1 Billion 5.23%

% of portfolio

7.64%

Previous 7.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$49.66 - $52.63 $926,903 - $982,338	18,665 Added 6.73%	296,158 $14.8 Billion
Q3 2024 Oct 07, 2024	BUY	$46.26 - $50.65 $450,849 - $493,634	9,746 Added 3.64%	277,493 $14.1 Billion
Q2 2024 Aug 01, 2024	BUY	$43.48 - $47.63 $551,022 - $603,614	12,673 Added 4.97%	267,747 $12.5 Billion
Q1 2024 Apr 29, 2024	SELL	$41.93 - $45.31 $27,967 - $30,221	-667 Reduced 0.26%	255,074 $11.6 Billion
Q4 2023 Feb 14, 2024	BUY	$37.1 - $42.49 $9.49 Million - $10.9 Million	255,741 New	255,741 $10.8 Billion

Others Institutions Holding FDVV

# of Institutions

317

Shares Held

30.4M

Call Options Held

13.7K

Put Options Held

1.7K

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

More about FDVV

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Lakeridge Wealth Management LLC Fidelity High Dividend ETF Transaction History