Number of Shares
301,404.00
Current Holdings Value*
$13.76 Mil
% of Portfolio
0.36%
Total Estimate Gain
$127,421.20
% of Total Estimate Gain
0.30%

AXXCESS WEALTH MANAGEMENT, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 301,404.00 shares of Fidelity Total Bond ETF(FBND), totaling $13.76 Mil. This investment constitutes 0.36% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.07% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2021Q4. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 8 purchases of FBND, at an average price of $45.25, for a total of 932,958.00 shares. In addition, there have been 6 sales at an average price of $45.27 for 631,554.00 shares. Based on historical transaction data and FBND's current price of $45.63, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his FBND holdings is $127,421.20, reflecting a 0.30% gain to date.

AXXCESS WEALTH MANAGEMENT, LLC FBND ($45.63) Holding Chart

AXXCESS WEALTH MANAGEMENT, LLC FBND ($45.63) 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 %

Top Ranked Articles

  • 1