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

Beam Wealth Advisors, Inc.

  • $306 Million
  • Q4 2024

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 27,909 shares of FDVV stock, worth $1.31 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
27,909
Previous 28,756 2.95%
Holding current value
$1.31 Million
Previous $1.46 Million 4.33%
% of portfolio
0.46%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
325
Shares Held
32.3M
Call Options Held
13.7K
Put Options Held
1.7K
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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