Number of Shares
53,918.00
Current Holdings Value*
$1.68 Mil
% of Portfolio
0.91%
Total Estimate Gain
$629,114.54
% of Total Estimate Gain
31.19%

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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