Able Wealth Management LLC FELC Holdings History
Able Wealth Management LLC's Fidelity Enhanced Large Cap Core ETF Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 151,252.00 shares of Fidelity Enhanced Large Cap Core ETF(FELC), totaling $4.72 Mil. This investment constitutes 2.78% of their stock portfolio, and Able Wealth Management LLC now holds 0.1% of the outstanding Fidelity Enhanced Large Cap Core ETF(FELC) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 1 purchases of FELC, at an average price of $25.95, for a total of 162,635.00 shares. In addition, there have been 4 sales at an average price of $30.04 for 11,383.00 shares. Based on historical transaction data and FELC's current price of $35.10, Able Wealth Management LLC's estimated gain on his FELC holdings is $1.43 Mil, reflecting a 33.91% gain to date.
Able Wealth Management LLC FELC ($35.10) Holding Chart
Able Wealth Management LLC FELC ($35.10) 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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