Avidian Wealth Enterprises, LLC FVAL Holdings History
Avidian Wealth Enterprises, LLC's Fidelity Value Factor ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 252,014.00 shares of Fidelity Value Factor ETF(FVAL), totaling $15.02 Mil. This investment constitutes 0.67% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 1.65% of the outstanding Fidelity Value Factor ETF(FVAL) stock.
The initial trade took place in 2025Q1. And since then Avidian Wealth Enterprises, LLC has made 1 purchases of FVAL, at an average price of $62.18, for a total of 252,014.00 shares. Based on historical transaction data and FVAL's current price of $64.32, Avidian Wealth Enterprises, LLC's estimated gain on his FVAL holdings is $539,633.04, reflecting a 3.44% gain to date.
Avidian Wealth Enterprises, LLC FVAL ($64.32) Holding Chart
Avidian Wealth Enterprises, LLC FVAL ($64.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
