SHEETS SMITH WEALTH MANAGEMENT FDVV Holdings History
SHEETS SMITH WEALTH MANAGEMENT's Fidelity High Dividend ETF Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 46,070.00 shares of Fidelity High Dividend ETF(FDVV), totaling $2.40 Mil. This investment constitutes 0.28% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.04% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2025Q1. And since then SHEETS SMITH WEALTH MANAGEMENT has made 2 purchases of FDVV, at an average price of $50.56, for a total of 46,070.00 shares. Based on historical transaction data and FDVV's current price of $53.33, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his FDVV holdings is $127,482.80, reflecting a 5.47% gain to date.
SHEETS SMITH WEALTH MANAGEMENT FDVV ($53.33) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT FDVV ($53.33) 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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