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

Beam Wealth Advisors, Inc.

$289 Million
Q1 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 30,734 shares of FDVV stock, worth $1.56 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

30,734

Previous 27,909 10.12%

Holding current value

$1.56 Million

Previous $1.39 Million 9.4%

% of portfolio

0.53%

Previous 0.46%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

360

Shares Held

38M

Call Options Held

12.2K

Put Options Held

1.7K

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

More about FDVV

Track This Portfolio

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.

Account

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