Number of Shares
1.33 Mil
Current Holdings Value*
$37.55 Mil
% of Portfolio
0.81%
Total Estimate Gain
$186,675.58
% of Total Estimate Gain
0.50%

GREAT VALLEY ADVISOR GROUP, INC.'s Federated Hermes U.S. Strategic Dividend ETF Holding Summary

As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 1.33 Mil shares of Federated Hermes U.S. Strategic Dividend ETF(FDV), totaling $37.55 Mil. This investment constitutes 0.81% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 11.28% of the outstanding Federated Hermes U.S. Strategic Dividend ETF(FDV) stock.

The initial trade took place in 2022Q4. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 1 purchases of FDV, at an average price of $27.73, for a total of 1.33 Mil shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and FDV's current price of $27.87, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his FDV holdings is $186,675.58, reflecting a 0.50% gain to date.

GREAT VALLEY ADVISOR GROUP, INC. FDV ($27.87) Holding Chart

GREAT VALLEY ADVISOR GROUP, INC. FDV ($27.87) 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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