FSA WEALTH PARTNERS, INC. FDVV Holdings History
FSA WEALTH PARTNERS, INC.'s Fidelity High Dividend ETF Holding Summary
As of 2025-06-30, FSA WEALTH PARTNERS, INC. held 141,107.00 shares of Fidelity High Dividend ETF(FDVV), totaling $7.34 Mil. This investment constitutes 3.54% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.13% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2024Q3. And since then FSA WEALTH PARTNERS, INC. has made 3 purchases of FDVV, at an average price of $48.98, for a total of 142,099.00 shares. In addition, there have been 1 sales at an average price of $50.59 for 992.00 shares. Based on historical transaction data and FDVV's current price of $53.77, FSA WEALTH PARTNERS, INC.'s estimated gain on his FDVV holdings is $677,846.85, reflecting a 9.74% gain to date.
FSA WEALTH PARTNERS, INC. FDVV ($53.77) Holding Chart
FSA WEALTH PARTNERS, INC. FDVV ($53.77) 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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