Tru Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Tru Wealth Advisors, LLC

$1.59 Billion
Q4 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 14,099 shares of FDVV stock, worth $717,357. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,099

Previous 12,151 16.03%

Holding current value

$717,357

Previous $615,000 14.47%

% of portfolio

0.04%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$49.66 - $52.63 $96,737 - $102,523	1,948 Added 16.03%	14,099 $704,000
Q3 2024 Oct 16, 2024	BUY	$46.26 - $50.65 $125,179 - $137,058	2,706 Added 28.65%	12,151 $615,000
Q2 2024 Jul 16, 2024	BUY	$43.48 - $47.63 $156,006 - $170,896	3,588 Added 61.26%	9,445 $441,000
Q1 2024 Apr 15, 2024	BUY	$41.93 - $45.31 $245,584 - $265,380	5,857 New	5,857 $265,000

Others Institutions Holding FDVV

# of Institutions

275

Shares Held

24M

Call Options Held

7.1K

Put Options Held

View Full List

About FIDELITY HIGH DIVIDEND ETF

Ticker FDVV
Sector ETFs
Industry ETFs

More about FDVV

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Tru Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History