Number of Shares
123,426.00
Current Holdings Value*
$6.12 Mil
% of Portfolio
2.68%
Total Estimate Gain
$322,141.86
% of Total Estimate Gain
5.16%

Wayfinding Financial, LLC's Fidelity High Dividend ETF Holding Summary

As of 2025-03-31, Wayfinding Financial, LLC held 123,426.00 shares of Fidelity High Dividend ETF(FDVV), totaling $6.12 Mil. This investment constitutes 2.68% of their stock portfolio, and Wayfinding Financial, LLC now holds 0.13% of the outstanding Fidelity High Dividend ETF(FDVV) stock.

The initial trade took place in 2025Q1. And since then Wayfinding Financial, LLC has made 1 purchases of FDVV, at an average price of $50.59, for a total of 123,426.00 shares. Based on historical transaction data and FDVV's current price of $53.20, Wayfinding Financial, LLC's estimated gain on his FDVV holdings is $322,141.86, reflecting a 5.16% gain to date.

Wayfinding Financial, LLC FDVV ($53.20) Holding Chart

Wayfinding Financial, LLC FDVV ($53.20) 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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