Number of Shares
460,679.00
Current Holdings Value*
$21.02 Mil
% of Portfolio
1.78%
Total Estimate Gain
$-869,963.01
% of Total Estimate Gain
-3.24%

FOUNDERS FINANCIAL SECURITIES LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, FOUNDERS FINANCIAL SECURITIES LLC held 460,679.00 shares of Fidelity Total Bond ETF(FBND), totaling $21.02 Mil. This investment constitutes 1.78% of their stock portfolio, and FOUNDERS FINANCIAL SECURITIES LLC now holds 0.11% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2022Q1. And since then FOUNDERS FINANCIAL SECURITIES LLC has made 10 purchases of FBND, at an average price of $47.13, for a total of 569,788.00 shares. In addition, there have been 3 sales at an average price of $46.30 for 109,109.00 shares. Based on historical transaction data and FBND's current price of $45.44, FOUNDERS FINANCIAL SECURITIES LLC's estimated gain on his FBND holdings is $-869,963.01, reflecting a -3.24% gain to date.

FOUNDERS FINANCIAL SECURITIES LLC FBND ($45.44) Holding Chart

FOUNDERS FINANCIAL SECURITIES 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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