Perigon Wealth Management, LLC Fidelity High Dividend ETF Transaction History

Perigon Wealth Management, LLC

  • $3.42 Billion
  • Q2 2024

A detailed history of Perigon Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 20,746 shares of FDVV stock, worth $1.04 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,746
Previous 8,879 133.65%
Holding current value
$1.04 Million
Previous $402,000 141.29%
% of portfolio
0.03%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$43.48 - $47.63 $515,977 - $565,225
11,867 Added 133.65%
20,746 $970,000
Q1 2024

Apr 29, 2024
BUY
$41.93 - $45.31 $10,272 - $11,100
245 Added 2.84%
8,879 $402,000
Q4 2023

Jan 29, 2024
BUY
$37.1 - $42.49 $29,309 - $33,567
790 Added 10.07%
8,634 $365,000
Q4 2022

Feb 14, 2023
BUY
$33.05 - $39.24 $259,244 - $307,798
7,844 New
7,844 $292,000

Others Institutions Holding FDVV

# of Institutions
244
Shares Held
20.2M
Call Options Held
6.9K
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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