Marshall & Sterling Wealth Advisors Inc. FDVV Holdings History
Marshall & Sterling Wealth Advisors Inc.'s Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 85,351.00 shares of Fidelity High Dividend ETF(FDVV), totaling $4.23 Mil. This investment constitutes 2.88% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.09% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2024Q4. And since then Marshall & Sterling Wealth Advisors Inc. has made 1 purchases of FDVV, at an average price of $51.20, for a total of 85,351.00 shares. Based on historical transaction data and FDVV's current price of $53.33, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his FDVV holdings is $181,553.44, reflecting a 4.15% gain to date.
Marshall & Sterling Wealth Advisors Inc. FDVV ($53.33) Holding Chart
Marshall & Sterling Wealth Advisors Inc. FDVV ($53.33) 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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