Forum Private Client Group LLC FBND Holdings History
Number of Shares
11,180.00
Current Holdings Value*
$510,370.00
% of Portfolio
0.22%
Total Estimate Gain
$727.82
% of Total Estimate Gain
0.14%
Forum Private Client Group LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 11,180.00 shares of Fidelity Total Bond ETF(FBND), totaling $510,370.00. This investment constitutes 0.22% of their stock portfolio, and Forum Private Client Group LLC now holds 0% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2025Q1. And since then Forum Private Client Group LLC has made 1 purchases of FBND, at an average price of $45.29, for a total of 11,180.00 shares. Based on historical transaction data and FBND's current price of $45.36, Forum Private Client Group LLC's estimated gain on his FBND holdings is $727.82, reflecting a 0.14% gain to date.
Forum Private Client Group LLC FBND ($45.36) Holding Chart
Forum Private Client Group LLC FBND ($45.36) 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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