LJI Wealth Management, LLC
Position in FDRR — Fidelity Dividend ETF for Rising Rates
CIK 1988563
Indianapolis, IN
All Filings in FDRR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDRR | $392,686 | 6,678 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 FDRR | $407,491 | 6,678 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 FDRR | $403,005 | 6,875 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 FDRR | $396,088 | 7,304 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 FDRR | $389,809 | 7,804 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 FDRR | $400,961 | 7,804 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 FDRR | $594,464 | 11,543 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 FDRR | $556,612 | 11,536 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 FDRR | $544,309 | 11,693 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FDRR | $530,540 | 12,083 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 FDRR | $509,016 | 12,799 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 FDRR | $547,587 | 13,119 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 FDRR | $550,902 | 13,549 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 FDRR | $515,140 | 12,927 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||