Liberty Wealth Management LLC Fidelity High Dividend ETF Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 9,222 shares of FDVV stock, worth $517,169. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,222
Previous 5,399 70.81%
Holding current value
$517,169
Previous $280,000 83.21%
% of portfolio
0.08%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$52.42 - $55.71 $200,401 - $212,979
3,823 Added 70.81%
9,222 $513,000
Q2 2025

Aug 01, 2025
BUY
$43.6 - $52.02 $1,613 - $1,924
37 Added 0.69%
5,399 $280,000
Q1 2025

May 08, 2025
BUY
$48.86 - $52.28 $261,987 - $280,325
5,362 New
5,362 $265,000

Others Institutions Holding FDVV

# of Institutions
426
Shares Held
51.6M
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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