Apex Wealth Management, LLC FBND Holdings History
Apex Wealth Management, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 47,850.00 shares of Fidelity Total Bond ETF(FBND), totaling $2.18 Mil. This investment constitutes 1.96% of their stock portfolio, and Apex Wealth Management, LLC now holds 0.01% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $45.29 for 154,477.00 shares. Based on historical transaction data and FBND's current price of $45.44, Apex Wealth Management, LLC's estimated gain on his FBND holdings is $-71,730.03, reflecting a -0.78% gain to date.
Apex Wealth Management, LLC FBND ($45.44) Holding Chart
Apex Wealth Management, LLC FBND ($45.44) 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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