Marshall & Sterling Wealth Advisors Inc. Fidelity High Dividend ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 82,600 shares of FDVV stock, worth $4.58 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
82,600
Previous 85,351 3.22%
Holding current value
$4.58 Million
Previous $4.23 Billion 1.43%
% of portfolio
2.91%
Previous 2.88%

Shares

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

Aug 12, 2025
SELL
$43.6 - $52.02 $119,943 - $143,107
-2,751 Reduced 3.22%
82,600 $4.29 Billion
Q1 2025

May 15, 2025
BUY
$48.86 - $52.28 $297,850 - $318,698
6,096 Added 7.69%
85,351 $4.23 Billion
Q4 2024

Feb 14, 2025
BUY
$49.66 - $52.63 $3.94 Million - $4.17 Million
79,255 New
79,255 $3.96 Billion

Others Institutions Holding FDVV

# of Institutions
409
Shares Held
45.5M
Call Options Held
13.3K
Put Options Held
4.1K
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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