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Life Planning Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Life Planning Partners’s Portfolio FDVV Stock Details FDVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30
Closed -$1.27K – 117
2023
Q4 		$1.27K Buy
+30
New +$1.19K ﹤0.01% 227

Other funds holding FDVV

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Life Planning Partners's FDVV Position: Q1 2024 in Review

Life Planning Partners sold out of Fidelity High Dividend ETF (FDVV) in Q1 2024, closing a stake of 30 shares — an estimated $1.27K sold.

Life Planning Partners first reported a position in FDVV in Q4 2023 and held it in 1 quarter. The position peaked at $1.27K in Q4 2023. 218 funds tracked by Wall St. Rank hold FDVV as of Q1 2024.

  • Life Planning Partners reported no remaining Fidelity High Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 30 Fidelity High Dividend ETF shares in Q1 2024, an estimated $1.27K.
  • Life Planning Partners first reported a position in Fidelity High Dividend ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Fidelity High Dividend ETF position peaked at $1.27K in Q4 2023.
  • 218 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.