Number of Shares
305,328.00
Current Holdings Value*
$18.51 Mil
% of Portfolio
21.29%
Total Estimate Gain
$480,305.52
% of Total Estimate Gain
2.55%

Campbell Deegan Wealth Management, LLC's Fidelity Low Volatility Factor ETF Holding Summary

As of 2025-03-31, Campbell Deegan Wealth Management, LLC held 305,328.00 shares of Fidelity Low Volatility Factor ETF(FDLO), totaling $18.51 Mil. This investment constitutes 21.29% of their stock portfolio, and Campbell Deegan Wealth Management, LLC now holds 1.37% of the outstanding Fidelity Low Volatility Factor ETF(FDLO) stock.

The initial trade took place in 2024Q4. And since then Campbell Deegan Wealth Management, LLC has made 1 purchases of FDLO, at an average price of $61.72, for a total of 305,328.00 shares. Based on historical transaction data and FDLO's current price of $63.29, Campbell Deegan Wealth Management, LLC's estimated gain on his FDLO holdings is $480,305.52, reflecting a 2.55% gain to date.

Campbell Deegan Wealth Management, LLC FDLO ($63.29) Holding Chart

Campbell Deegan Wealth Management, LLC FDLO ($63.29) 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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