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

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 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 85,351 shares of FDVV stock, worth $4.58 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
85,351
Previous 79,255 7.69%
Holding current value
$4.58 Million
Previous $3.96 Billion 6.96%
% of portfolio
2.88%
Previous 2.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
381
Shares Held
40.4M
Call Options Held
12.2K
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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