Fidelity core divid etf shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Fidelity core divid etf
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Quarterly reported holdings in Fidelity core divid etf by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 39k | 50.65 |
| 2024-06-30 | $1.8M | 40k | 46.78 |
| 2024-03-31 | $1.8M | 40k | 45.31 |
| 2023-12-31 | $1.5M | 36k | 42.25 |
| 2023-09-30 | $1.4M | 36k | 38.59 |
| 2023-06-30 | $1.5M | 38k | 39.74 |
| 2023-03-31 | $1.5M | 38k | 38.08 |
| 2022-12-31 | $1.4M | 38k | 37.30 |
| 2022-09-30 | $1.3M | 40k | 33.21 |
| 2022-06-30 | $1.6M | 44k | 36.01 |
| 2022-03-31 | $1.8M | 44k | 41.51 |
| 2021-12-31 | $1.8M | 44k | 40.05 |