Marshall & Sterling Wealth Advisors Inc. Fidelity High Dividend ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 80,614 shares of FDVV stock, worth $4.52 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
80,614
Previous 82,600 2.4%
Holding current value
$4.52 Million
Previous $4.29 Billion 4.52%
% of portfolio
2.88%
Previous 2.91%

Shares

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

Nov 07, 2025
SELL
$52.42 - $55.71 $104,106 - $110,640
-1,986 Reduced 2.4%
80,614 $4.49 Billion
Q2 2025

Aug 12, 2025
SELL
$43.6 - $52.02 $119,943 - $143,107
-2,751 Reduced 3.22%
82,600 $4.29 Billion
Q1 2025

May 15, 2025
BUY
$48.86 - $52.28 $297,850 - $318,698
6,096 Added 7.69%
85,351 $4.23 Billion
Q4 2024

Feb 14, 2025
BUY
$49.66 - $52.63 $3.94 Million - $4.17 Million
79,255 New
79,255 $3.96 Billion

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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