Primoris Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 36,103 shares of FDVV stock, worth $2.02 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
36,103
Previous 37,208 2.97%
Holding current value
$2.02 Million
Previous $1.94 Million 3.93%
% of portfolio
1.36%
Previous 1.44%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$52.42 - $55.71 $57,924 - $61,559
-1,105 Reduced 2.97%
36,103 $2.01 Million
Q2 2025

Jul 29, 2025
SELL
$43.6 - $52.02 $95,004 - $113,351
-2,179 Reduced 5.53%
37,208 $1.94 Million
Q1 2025

Apr 24, 2025
BUY
$48.86 - $52.28 $537 - $575
11 Added 0.03%
39,387 $1.95 Million
Q4 2024

Feb 13, 2025
BUY
$49.66 - $52.63 $10,776 - $11,420
217 Added 0.55%
39,376 $1.97 Million
Q3 2024

Nov 01, 2024
SELL
$46.26 - $50.65 $17,717 - $19,398
-383 Reduced 0.97%
39,159 $1.98 Million
Q2 2024

Aug 01, 2024
SELL
$43.48 - $47.63 $5,043 - $5,525
-116 Reduced 0.29%
39,542 $1.85 Million
Q1 2024

May 07, 2024
BUY
$41.93 - $45.31 $176,106 - $190,302
4,200 Added 11.84%
39,658 $1.8 Million
Q4 2023

Feb 15, 2024
SELL
$37.1 - $42.49 $12,947 - $14,829
-349 Reduced 0.97%
35,458 $1.5 Million
Q3 2023

Oct 31, 2023
SELL
$38.46 - $41.54 $77,419 - $83,620
-2,013 Reduced 5.32%
35,807 $1.38 Million
Q2 2023

Aug 03, 2023
SELL
$37.5 - $39.94 $12,337 - $13,140
-329 Reduced 0.86%
37,820 $1.5 Million
Q1 2023

Apr 25, 2023
BUY
$36.4 - $40.08 $618 - $681
17 Added 0.04%
38,149 $1.45 Million
Q4 2022

Feb 03, 2023
SELL
$33.05 - $39.24 $59,258 - $70,357
-1,793 Reduced 4.49%
38,132 $1.42 Million
Q3 2022

Oct 20, 2022
SELL
$33.02 - $39.84 $142,580 - $172,029
-4,318 Reduced 9.76%
39,925 $1.33 Million
Q2 2022

Jul 29, 2022
BUY
$34.91 - $41.92 $453 - $544
13 Added 0.03%
44,243 $1.59 Million
Q1 2022

Apr 29, 2022
BUY
$38.88 - $42.25 $1,360 - $1,478
35 Added 0.08%
44,230 $1.84 Million
Q4 2021

Feb 08, 2022
BUY
$37.31 - $40.41 $1.65 Million - $1.79 Million
44,195 New
44,195 $1.77 Million

Others Institutions Holding FDVV

# of Institutions
426
Shares Held
51.6M
Call Options Held
16.4K
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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