Beam Wealth Advisors, Inc. Fidelity High Dividend ETF Transaction History

Beam Wealth Advisors, Inc.

$330 Million
Q3 2025

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 29,584 shares of FDVV stock, worth $1.66 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

29,584

Previous 34,274 13.68%

Holding current value

$1.66 Million

Previous $1.78 Million 7.52%

% of portfolio

0.5%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$52.42 - $55.71 $245,849 - $261,279	-4,690 Reduced 13.68%	29,584 $1.65 Million
Q2 2025 Aug 04, 2025	BUY	$43.6 - $52.02 $154,344 - $184,150	3,540 Added 11.52%	34,274 $1.78 Million
Q1 2025 May 09, 2025	BUY	$48.86 - $52.28 $138,029 - $147,691	2,825 Added 10.12%	30,734 $1.52 Million
Q4 2024 Feb 06, 2025	SELL	$49.66 - $52.63 $42,062 - $44,577	-847 Reduced 2.95%	27,909 $1.39 Million
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

# of Institutions

426

Shares Held

51.6M

Call Options Held

16.4K

Put Options Held

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

More about FDVV

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Beam Wealth Advisors, Inc. Fidelity High Dividend ETF Transaction History