Carbahal Olsen Financial Services Group, LLC FDVV Holdings History
Carbahal Olsen Financial Services Group, LLC's Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, Carbahal Olsen Financial Services Group, LLC held 122,101.00 shares of Fidelity High Dividend ETF(FDVV), totaling $6.06 Mil. This investment constitutes 5.75% of their stock portfolio, and Carbahal Olsen Financial Services Group, LLC now holds 0.13% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2024Q4. And since then Carbahal Olsen Financial Services Group, LLC has made 1 purchases of FDVV, at an average price of $51.24, for a total of 122,101.00 shares. Based on historical transaction data and FDVV's current price of $53.89, Carbahal Olsen Financial Services Group, LLC's estimated gain on his FDVV holdings is $322,972.32, reflecting a 5.16% gain to date.
Carbahal Olsen Financial Services Group, LLC FDVV ($53.89) Holding Chart
Carbahal Olsen Financial Services Group, LLC FDVV ($53.89) 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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