A detailed history of Investment Advisory Group, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 9,350 shares of FDVV stock, worth $524,348. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,350
Previous 6,481 44.27%
Holding current value
$524,348
Previous $337,000 54.3%
% of portfolio
0.15%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$52.42 - $55.71 $150,392 - $159,831
2,869 Added 44.27%
9,350 $520,000
Q2 2025

Jul 25, 2025

BUY
$43.6 - $52.02 $282,571 - $337,141
6,481 New
6,481 $337,000

Others Institutions Holding FDVV

About FIDELITY HIGH DIVIDEND ETF


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

Track Investment Advisory Group, LLC Portfolio

Follow Investment Advisory Group, 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 Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.