BG Investment Services, Inc. FDVV Holdings History
Number of Shares
50,796.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
2.71%
Total Estimate Gain
$153,017.52
% of Total Estimate Gain
5.91%
BG Investment Services, Inc.'s Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, BG Investment Services, Inc. held 50,796.00 shares of Fidelity High Dividend ETF(FDVV), totaling $2.52 Mil. This investment constitutes 2.71% of their stock portfolio, and BG Investment Services, Inc. now holds 0.05% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2024Q4. And since then BG Investment Services, Inc. has made 2 purchases of FDVV, at an average price of $50.97, for a total of 50,796.00 shares. Based on historical transaction data and FDVV's current price of $53.98, BG Investment Services, Inc.'s estimated gain on his FDVV holdings is $153,017.52, reflecting a 5.91% gain to date.
BG Investment Services, Inc. FDVV ($53.98) Holding Chart
BG Investment Services, Inc. FDVV ($53.98) 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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