Independence Financial Advisors, LLC Fidelity High Dividend ETF Transaction History

Independence Financial Advisors, LLC

  • $328 Billion
  • Q3 2025

A detailed history of Independence Financial Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 285,386 shares of FDVV stock, worth $16 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares
285,386
Previous 174,552 63.5%
Holding current value
$16 Million
Previous $9.08 Billion 75.09%
% of portfolio
4.84%
Previous 3.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$52.42 - $55.71 $5.81 Million - $6.17 Million
110,834 Added 63.5%
285,386 $15.9 Billion
Q2 2025

Aug 08, 2025
BUY
$43.6 - $52.02 $471,446 - $562,492
10,813 Added 6.6%
174,552 $9.08 Billion
Q1 2025

May 08, 2025
BUY
$48.86 - $52.28 $8 Million - $8.56 Million
163,739 New
163,739 $8.12 Billion

Others Institutions Holding FDVV

# of Institutions
429
Shares Held
51.8M
Call Options Held
16.4K
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
Track This Portfolio

Track Independence Financial Advisors, LLC Portfolio

Follow Independence Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independence Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independence Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email