Tru Wealth Advisors, LLC Fidelity High Dividend ETF Transaction History

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 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 12,151 shares of FDVV stock, worth $629,664. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,151
Previous 9,445 28.65%
Holding current value
$629,664
Previous $441,000 39.46%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
260
Shares Held
22.4M
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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