Mascoma Wealth Management LLC FDVV Holdings History
Mascoma Wealth Management LLC's Fidelity High Dividend ETF Holding Summary
As of 2025-06-30, Mascoma Wealth Management LLC held 41,127.00 shares of Fidelity High Dividend ETF(FDVV), totaling $2.14 Mil. This investment constitutes 0.5% of their stock portfolio, and Mascoma Wealth Management LLC now holds 0.04% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2023Q2. And since then Mascoma Wealth Management LLC has made 7 purchases of FDVV, at an average price of $40.20, for a total of 310,624.00 shares. In addition, there have been 2 sales at an average price of $50.54 for 269,497.00 shares. Based on historical transaction data and FDVV's current price of $54.00, Mascoma Wealth Management LLC's estimated gain on his FDVV holdings is $3.35 Mil, reflecting a 26.87% gain to date.
Mascoma Wealth Management LLC FDVV ($54.00) Holding Chart
Mascoma Wealth Management LLC FDVV ($54.00) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
