Level Wealth Management LLC Fidelity High Dividend ETF Transaction History
Level Wealth Management LLC
- $190 Billion
- Q3 2025
A detailed history of Level Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Level Wealth Management LLC holds 4,323 shares of FDVV stock, worth $242,433. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,323
Previous 4,297
0.61%
Holding current value
$242,433
Previous $224 Million
7.76%
% of portfolio
0.13%
Previous 0.13%
Shares
4 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