Sheets Smith Wealth Management Fidelity High Dividend ETF Transaction History
Sheets Smith Wealth Management
- $879 Million
- Q4 2025
A detailed history of Sheets Smith Wealth Management transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 50,833 shares of FDVV stock, worth $2.85 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
50,833
Previous 48,084
5.72%
Holding current value
$2.85 Million
Previous $2.68 Million
6.42%
% of portfolio
0.32%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding FDVV
# of Institutions
432Shares Held
52.1MCall 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