A detailed history of Beam Wealth Advisors, Inc. transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 28,756 shares of FDVV stock, worth $1.43 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
28,756
Previous 31,001 7.24%
Holding current value
$1.43 Million
Previous $1.45 Million 0.41%
% of portfolio
0.45%
Previous 0.48%

Shares

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

Nov 04, 2024

SELL
$46.26 - $50.65 $103,853 - $113,709
-2,245 Reduced 7.24%
28,756 $1.46 Million
Q2 2024

Aug 07, 2024

BUY
$43.48 - $47.63 $1.35 Million - $1.48 Million
31,001 New
31,001 $1.45 Million

Others Institutions Holding FDVV

About FIDELITY HIGH DIVIDEND ETF


  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. 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 Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.