Patriot Financial Group Insurance Agency, LLC FDVV Holdings History
Patriot Financial Group Insurance Agency, LLC's Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, Patriot Financial Group Insurance Agency, LLC held 82,904.00 shares of Fidelity High Dividend ETF(FDVV), totaling $4.11 Mil. This investment constitutes 0.55% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0.08% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2025Q1. And since then Patriot Financial Group Insurance Agency, LLC has made 1 purchases of FDVV, at an average price of $50.59, for a total of 82,904.00 shares. Based on historical transaction data and FDVV's current price of $52.41, Patriot Financial Group Insurance Agency, LLC's estimated gain on his FDVV holdings is $150,885.28, reflecting a 3.60% gain to date.
Patriot Financial Group Insurance Agency, LLC FDVV ($52.41) Holding Chart
Patriot Financial Group Insurance Agency, LLC FDVV ($52.41) 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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