Axis Wealth Partners, LLC FDVV Holdings History
Axis Wealth Partners, LLC's Fidelity High Dividend ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 66,590.00 shares of Fidelity High Dividend ETF(FDVV), totaling $3.46 Mil. This investment constitutes 2.28% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.06% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of FDVV, at an average price of $51.10, for a total of 66,590.00 shares. Based on historical transaction data and FDVV's current price of $53.90, Axis Wealth Partners, LLC's estimated gain on his FDVV holdings is $186,332.67, reflecting a 5.48% gain to date.
Axis Wealth Partners, LLC FDVV ($53.90) Holding Chart
Axis Wealth Partners, LLC FDVV ($53.90) 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 % | |||
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