Concurrent Investment Advisors, LLC Fidelity High Dividend ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 41,563 shares of FDVV stock, worth $2.18 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
41,563
Previous 17,679 135.1%
Holding current value
$2.18 Million
Previous $827 Million 154.56%
% of portfolio
0.06%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$46.26 - $50.65 $1.1 Million - $1.21 Million
23,884 Added 135.1%
41,563 $2.11 Billion
Q2 2024

Jul 30, 2024
SELL
$43.48 - $47.63 $204,573 - $224,099
-4,705 Reduced 21.02%
17,679 $827 Million
Q1 2024

May 07, 2024
SELL
$41.93 - $45.31 $111,869 - $120,887
-2,668 Reduced 10.65%
22,384 $1.01 Billion
Q4 2023

Apr 15, 2024
BUY
$37.1 - $42.49 $929,429 - $1.06 Million
25,052 New
25,052 $1.06 Billion

Others Institutions Holding FDVV

# of Institutions
271
Shares Held
23.7M
Call Options Held
7.1K
Put Options Held
0
View Full List

About FIDELITY HIGH DIVIDEND ETF

FDVV Quotes by TradingView
  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
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