Avaii Wealth Management, LLC Fidelity High Dividend ETF Transaction History

Avaii Wealth Management, LLC

  • $182 Million
  • Q4 2024

A detailed history of Avaii Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 15,152 shares of FDVV stock, worth $759,418. This represents 0.42% of its overall portfolio holdings.

Number of Shares
15,152
Previous 14,023 8.05%
Holding current value
$759,418
Previous $710,000 6.48%
% of portfolio
0.42%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$49.66 - $52.63 $56,066 - $59,419
1,129 Added 8.05%
15,152 $756,000
Q3 2024

Oct 16, 2024
SELL
$46.26 - $50.65 $270,852 - $296,555
-5,855 Reduced 29.45%
14,023 $710,000
Q2 2024

Jul 31, 2024
SELL
$43.48 - $47.63 $191,355 - $209,619
-4,401 Reduced 18.13%
19,878 $929,000
Q1 2024

Apr 29, 2024
BUY
$41.93 - $45.31 $1.02 Million - $1.1 Million
24,279 New
24,279 $1.1 Million

Others Institutions Holding FDVV

# of Institutions
320
Shares Held
30.4M
Call Options Held
13.7K
Put Options Held
1.7K
View Full List

About FIDELITY HIGH DIVIDEND ETF

FDVV Quotes by TradingView
  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email