Milestone Investment Advisors LLC Fidelity High Dividend ETF Transaction History

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 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 292,425 shares of FDVV stock, worth $14.8 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares
292,425
Previous 255,002 14.68%
Holding current value
$14.8 Million
Previous $12.9 Million 13.07%
% of portfolio
4.06%
Previous 3.68%

Shares

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

Feb 12, 2025
BUY
$49.66 - $52.63 $1.86 Million - $1.97 Million
37,423 Added 14.68%
292,425 $14.6 Million
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
320
Shares Held
30.4M
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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