Number of Shares
742,863.00
Current Holdings Value*
$34.72 Mil
% of Portfolio
7.6%
Total Estimate Gain
$596,934.24
% of Total Estimate Gain
1.80%

Edmonds Duncan Registered Investment Advisors, LLC's Fidelity Total Bond ETF Holding Summary

As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 742,863.00 shares of Fidelity Total Bond ETF(FBND), totaling $34.72 Mil. This investment constitutes 7.6% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 0.23% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2023Q3. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 5 purchases of FBND, at an average price of $44.64, for a total of 742,863.00 shares. Based on historical transaction data and FBND's current price of $45.44, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his FBND holdings is $596,934.24, reflecting a 1.80% gain to date.

Edmonds Duncan Registered Investment Advisors, LLC FBND ($45.44) Holding Chart

Edmonds Duncan Registered Investment Advisors, LLC FBND ($45.44) 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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