A detailed history of Herold Advisors, Inc. transactions in Fidelity Covington Tr Divid Et stock. As of the latest transaction made, Herold Advisors, Inc. holds 7,380 shares of FDRR stock, worth $434,386. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,380
Previous 12,320 40.1%
Holding current value
$434,386
Previous $615,000 34.96%
% of portfolio
0.09%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$43.98 - $54.23 $217,261 - $267,896
-4,940 Reduced 40.1%
7,380 $400,000
Q1 2023

Apr 19, 2023

SELL
$38.8 - $42.32 $48,500 - $52,900
-1,250 Reduced 9.21%
12,320 $500,000
Q3 2021

Nov 03, 2021

BUY
$41.38 - $43.53 $561,526 - $590,702
13,570 New
13,570 $561,000

Others Institutions Holding FDRR

About FIDELITY COVINGTON TR DIVID ET


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

Track Herold Advisors, Inc. Portfolio

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

News

Stay updated on Herold Advisors, Inc. with notifications on news.