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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
2024-09-30 $14M 278k 50.65
2024-06-30 $13M 268k 46.78
2024-03-31 $12M 255k 45.31

More positions owned by Lakeridge Wealth Management

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

View all positions for Lakeridge Wealth Management

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
LPL Financial
Childress Capital Advisors
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Hanson McClain Advisors
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Integrated Wealth Concepts
Mml Investors Services

View all funds holding Fidelity core divid etf