AAF Wealth Management, LLC FELC Holdings History
AAF Wealth Management, LLC's Fidelity Enhanced Large Cap Core ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 53,918.00 shares of Fidelity Enhanced Large Cap Core ETF(FELC), totaling $1.68 Mil. This investment constitutes 0.91% of their stock portfolio, and AAF Wealth Management, LLC now holds 0.04% of the outstanding Fidelity Enhanced Large Cap Core ETF(FELC) stock.
The initial trade took place in 2023Q4. And since then AAF Wealth Management, LLC has made 1 purchases of FELC, at an average price of $25.79, for a total of 78,199.00 shares. In addition, there have been 5 sales at an average price of $32.16 for 24,281.00 shares. Based on historical transaction data and FELC's current price of $34.59, AAF Wealth Management, LLC's estimated gain on his FELC holdings is $629,114.54, reflecting a 31.19% gain to date.
AAF Wealth Management, LLC FELC ($34.59) Holding Chart
AAF Wealth Management, LLC FELC ($34.59) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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