Number of Shares
514,642.00
Current Holdings Value*
$15.32 Mil
% of Portfolio
4.87%
Total Estimate Gain
$1.94 Mil
% of Total Estimate Gain
12.78%

Core Wealth Advisors, Inc.'s Fidelity Enhanced International ETF Holding Summary

As of 2025-03-31, Core Wealth Advisors, Inc. held 514,642.00 shares of Fidelity Enhanced International ETF(FENI), totaling $15.32 Mil. This investment constitutes 4.87% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.66% of the outstanding Fidelity Enhanced International ETF(FENI) stock.

The initial trade took place in 2025Q1. And since then Core Wealth Advisors, Inc. has made 1 purchases of FENI, at an average price of $29.43, for a total of 514,642.00 shares. Based on historical transaction data and FENI's current price of $33.19, Core Wealth Advisors, Inc.'s estimated gain on his FENI holdings is $1.94 Mil, reflecting a 12.78% gain to date.

Core Wealth Advisors, Inc. FENI ($33.19) Holding Chart

Core Wealth Advisors, Inc. FENI ($33.19) 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 %

Top Ranked Articles

  • 1