Aspen Wealth Strategies, LLC FMDE Holdings History
Number of Shares
175,898.00
Current Holdings Value*
$5.51 Mil
% of Portfolio
3.61%
Total Estimate Gain
$355,313.96
% of Total Estimate Gain
6.10%
Aspen Wealth Strategies, LLC's Fidelity Enhanced Mid Cap ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 175,898.00 shares of Fidelity Enhanced Mid Cap ETF(FMDE), totaling $5.51 Mil. This investment constitutes 3.61% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0.24% of the outstanding Fidelity Enhanced Mid Cap ETF(FMDE) stock.
The initial trade took place in 2025Q1. And since then Aspen Wealth Strategies, LLC has made 1 purchases of FMDE, at an average price of $33.12, for a total of 175,898.00 shares. Based on historical transaction data and FMDE's current price of $35.14, Aspen Wealth Strategies, LLC's estimated gain on his FMDE holdings is $355,313.96, reflecting a 6.10% gain to date.
Aspen Wealth Strategies, LLC FMDE ($35.14) Holding Chart
Aspen Wealth Strategies, LLC FMDE ($35.14) 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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