Number of Shares
407,765.00
Current Holdings Value*
$20.03 Mil
% of Portfolio
3.84%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
5.70%

VICTORY FINANCIAL GROUP, LLC's Fidelity High Dividend ETF Holding Summary

As of 2025-03-31, VICTORY FINANCIAL GROUP, LLC held 407,765.00 shares of Fidelity High Dividend ETF(FDVV), totaling $20.03 Mil. This investment constitutes 3.84% of their stock portfolio, and VICTORY FINANCIAL GROUP, LLC now holds 0.41% of the outstanding Fidelity High Dividend ETF(FDVV) stock.

The initial trade took place in 2024Q4. And since then VICTORY FINANCIAL GROUP, LLC has made 2 purchases of FDVV, at an average price of $50.77, for a total of 407,765.00 shares. Based on historical transaction data and FDVV's current price of $53.66, VICTORY FINANCIAL GROUP, LLC's estimated gain on his FDVV holdings is $1.18 Mil, reflecting a 5.70% gain to date.

VICTORY FINANCIAL GROUP, LLC FDVV ($53.66) Holding Chart

VICTORY FINANCIAL GROUP, LLC FDVV ($53.66) 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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