Prentice Wealth Management LLC FDVV Holdings History
Prentice Wealth Management LLC's Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, Prentice Wealth Management LLC held 220,388.00 shares of Fidelity High Dividend ETF(FDVV), totaling $10.93 Mil. This investment constitutes 3.16% of their stock portfolio, and Prentice Wealth Management LLC now holds 0.21% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2025Q1. And since then Prentice Wealth Management LLC has made 1 purchases of FDVV, at an average price of $50.59, for a total of 220,388.00 shares. Based on historical transaction data and FDVV's current price of $54.00, Prentice Wealth Management LLC's estimated gain on his FDVV holdings is $751,523.08, reflecting a 6.74% gain to date.
Prentice Wealth Management LLC FDVV ($54.00) Holding Chart
Prentice 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 % | |||
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