Ball & Co Wealth Management Inc. FELG Holdings History
Ball & Co Wealth Management Inc.'s Fidelity Enhanced Large Cap Growth ETF Holding Summary
As of 2025-03-31, Ball & Co Wealth Management Inc. held 37,552.00 shares of Fidelity Enhanced Large Cap Growth ETF(FELG), totaling $1.18 Mil. This investment constitutes 1.26% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0.04% of the outstanding Fidelity Enhanced Large Cap Growth ETF(FELG) stock.
The initial trade took place in 2024Q4. And since then Ball & Co Wealth Management Inc. has made 1 purchases of FELG, at an average price of $34.68, for a total of 37,552.00 shares. Based on historical transaction data and FELG's current price of $36.97, Ball & Co Wealth Management Inc.'s estimated gain on his FELG holdings is $86,077.78, reflecting a 6.61% gain to date.
Ball & Co Wealth Management Inc. FELG ($36.97) Holding Chart
Ball & Co Wealth Management Inc. FELG ($36.97) 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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