Tru Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History
Tru Wealth Advisors, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 12,151 shares of FDVV stock, worth $618,971. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,151
Previous 9,445
28.65%
Holding current value
$618,971
Previous $441,000
39.46%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
258Shares Held
22.1MCall Options Held
7.1KPut Options Held
0-
Commonwealth Equity Services, LLC2.77MShares$141 Million0.21% of portfolio
-
Morgan Stanley New York, NY1.33MShares$67.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$57.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.02MShares$52 Million0.02% of portfolio
-
Childress Capital Advisors, LLC Houston, TX760KShares$38.7 Million10.52% of portfolio