Number of Shares
8,859.00
Current Holdings Value*
$414,060.00
% of Portfolio
35.92%
Total Estimate Gain
$478,432.15
% of Total Estimate Gain
2.61%

AFS Financial Group, LLC's Fidelity Total Bond ETF Holding Summary

As of 2024-09-30, AFS Financial Group, LLC held 8,859.00 shares of Fidelity Total Bond ETF(FBND), totaling $414,060.00. This investment constitutes 35.92% of their stock portfolio, and AFS Financial Group, LLC now holds 0% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2023Q3. And since then AFS Financial Group, LLC has made 2 purchases of FBND, at an average price of $44.15, for a total of 415,014.00 shares. In addition, there have been 3 sales at an average price of $45.30 for 406,155.00 shares. Based on historical transaction data and FBND's current price of $45.41, AFS Financial Group, LLC's estimated gain on his FBND holdings is $478,432.15, reflecting a 2.61% gain to date.

AFS Financial Group, LLC FBND ($45.41) Holding Chart

AFS Financial Group, LLC FBND ($45.41) 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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