Atlas Private Wealth Management, LLC FBND Holdings History
Atlas Private Wealth Management, LLC's Fidelity Total Bond ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 86,791.00 shares of Fidelity Total Bond ETF(FBND), totaling $3.93 Mil. This investment constitutes 1.65% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2020Q1. And since then Atlas Private Wealth Management, LLC has made 6 purchases of FBND, at an average price of $45.47, for a total of 89,412.00 shares. In addition, there have been 1 sales at an average price of $52.68 for 2,621.00 shares. Based on historical transaction data and FBND's current price of $45.42, Atlas Private Wealth Management, LLC's estimated gain on his FBND holdings is $14,225.76, reflecting a 0.35% gain to date.
Atlas Private Wealth Management, LLC FBND ($45.42) Holding Chart
Atlas Private Wealth Management, LLC FBND ($45.42) 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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