Kingswood Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 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 4,974 shares of FDVV stock, worth $235,369. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,974
Previous 5,850 14.97%
Holding current value
$235,369
Previous $247 Million 8.87%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
216
Shares Held
18M
Call Options Held
8.1K
Put Options Held
0
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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