HHGA
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Halbert Hargrove Global Advisors’s Fidelity Electric Vehicles and Future Transportation ETF FDRV Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio FDRV Stock Details FDRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– – – 676
2024
Q4 		– Hold
0
– – – 318

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FTUS
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WANY
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UBS Group
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Bank of America
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Morgan Stanley
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CAL
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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return