Milestone Investment Advisors LLC Fidelity High Dividend ETF Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 255,002 shares of FDVV stock, worth $13.3 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
255,002
Previous 225,758 12.95%
Holding current value
$13.3 Million
Previous $10.6 Million 22.3%
% of portfolio
3.68%
Previous 2.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$46.26 - $50.65 $1.35 Million - $1.48 Million
29,244 Added 12.95%
255,002 $12.9 Million
Q2 2024

Aug 13, 2024
BUY
$43.48 - $47.63 $7.05 Million - $7.72 Million
162,101 Added 254.65%
225,758 $10.6 Million
Q1 2024

May 14, 2024
BUY
$41.93 - $45.31 $2.67 Million - $2.88 Million
63,657 New
63,657 $2.88 Million

Others Institutions Holding FDVV

# of Institutions
270
Shares Held
23.6M
Call Options Held
7.1K
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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