Capital Advisors Wealth Management, LLC Fidelity High Dividend ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 5,919 shares of FDVV stock, worth $331,937. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,919
Previous 5,878 0.7%
Holding current value
$331,937
Previous $327,000 1.22%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$54.66 - $56.68 $2,241 - $2,323
41 Added 0.7%
5,919 $331,000
Q3 2025

Oct 15, 2025
BUY
$52.42 - $55.71 $308,124 - $327,463
5,878 New
5,878 $327,000

Others Institutions Holding FDVV

# of Institutions
432
Shares Held
52.1M
Call Options Held
16.4K
Put Options Held
0
View Full List

About FIDELITY HIGH DIVIDEND ETF

FDVV Quotes by TradingView
  • Ticker FDVV
  • Sector ETFs
  • Industry ETFs
More about FDVV
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