Kingswood Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,400 shares of FDVV stock, worth $314,368. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,400
Previous 5,597 14.35%
Holding current value
$314,368
Previous $283 Million 12.76%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$49.66 - $52.63 $39,876 - $42,261
803 Added 14.35%
6,400 $320 Million
Q3 2024

Oct 21, 2024
BUY
$46.26 - $50.65 $28,773 - $31,504
622 Added 12.5%
5,597 $283 Million
Q2 2024

Jul 09, 2024
BUY
$43.48 - $47.63 $43 - $47
1 Added 0.02%
4,975 $233 Million
Q1 2024

Apr 15, 2024
SELL
$41.93 - $45.31 $36,730 - $39,691
-876 Reduced 14.97%
4,974 $225 Million
Q4 2023

Jan 16, 2024
BUY
$37.1 - $42.49 $217,035 - $248,566
5,850 New
5,850 $247 Million

Others Institutions Holding FDVV

# of Institutions
322
Shares Held
32M
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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