Pathstone Family Office’s Fidelity High Dividend ETF FDVV Stock Holding History

Pathstone Family Office’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
2023 Q3	$243K	Buy	+6,297	New	+$254K	﹤0.01%	1403

Other funds holding FDVV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Family Office's FDVV Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Fidelity High Dividend ETF (FDVV) in Q3 2023: 6,297 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings.

162 funds tracked by Wall St. Rank hold FDVV as of Q3 2023.

Pathstone Family Office held 6,297 shares of Fidelity High Dividend ETF worth $243K as of Q3 2023.
Fidelity High Dividend ETF was a new Pathstone Family Office position in Q3 2023.
Fidelity High Dividend ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1403 holding.
162 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.