Retirement Planning Group, LLC FDVV Holdings History
Retirement Planning Group, LLC's Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, Retirement Planning Group, LLC held 1.83 Mil shares of Fidelity High Dividend ETF(FDVV), totaling $90.65 Mil. This investment constitutes 4.25% of their stock portfolio, and Retirement Planning Group, LLC now holds 1.68% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2022Q2. And since then Retirement Planning Group, LLC has made 11 purchases of FDVV, at an average price of $49.38, for a total of 1.83 Mil shares. In addition, there have been 1 sales at an average price of $45.73 for 1,209.00 shares. Based on historical transaction data and FDVV's current price of $52.82, Retirement Planning Group, LLC's estimated gain on his FDVV holdings is $6.29 Mil, reflecting a 6.97% gain to date.
Retirement Planning Group, LLC FDVV ($52.82) Holding Chart
Retirement Planning Group, LLC FDVV ($52.82) 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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