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Fidelity core divid etf shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity core divid etf by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 255k 45.31

More positions owned by Lakeridge Wealth Management

Sherwin-Williams Company (SHW)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Dimensional Etf Trust Short Duration F (DFSD)
International Business Machines (IBM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Lakeridge Wealth Management

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Childress Capital Advisors
Integrated Wealth Concepts
McIlrath & Eck
Kestra Advisory Services
Mascoma Wealth Management
Lakeridge Wealth Management
Cambridge Investment Research Advisors
Arden Trust

View all funds holding Fidelity core divid etf