Foundations Investment Advisors, LLC Fidelity High Dividend ETF Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 17,814 shares of FDVV stock, worth $906,910. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,814
Previous 4,766 273.77%
Holding current value
$906,910
Previous $238,000 271.01%
% of portfolio
0.02%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$48.86 - $52.28 $637,525 - $682,149
13,048 Added 273.77%
17,814 $883,000
Q4 2024

Jan 22, 2025
BUY
$49.66 - $52.63 $236,679 - $250,834
4,766 New
4,766 $238,000

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

FDVV Quotes by TradingView
  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email