Milestone Investment Advisors LLC FDVV Holdings History
Milestone Investment Advisors LLC's Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, Milestone Investment Advisors LLC held 309,922.00 shares of Fidelity High Dividend ETF(FDVV), totaling $15.37 Mil. This investment constitutes 4.27% of their stock portfolio, and Milestone Investment Advisors LLC now holds 0.3% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2024Q1. And since then Milestone Investment Advisors LLC has made 5 purchases of FDVV, at an average price of $46.50, for a total of 309,922.00 shares. Based on historical transaction data and FDVV's current price of $53.39, Milestone Investment Advisors LLC's estimated gain on his FDVV holdings is $2.14 Mil, reflecting a 14.82% gain to date.
Milestone Investment Advisors LLC FDVV ($53.39) Holding Chart
Milestone Investment Advisors LLC FDVV ($53.39) 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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