Number of Shares
356,259.00
Current Holdings Value*
$9.22 Mil
% of Portfolio
6.55%
Total Estimate Gain
$402,022.68
% of Total Estimate Gain
2.16%

Hibernia Wealth Partners, LLC's SPDR SSGA Fixed Income Sector Rotation ETF Holding Summary

As of 2025-03-31, Hibernia Wealth Partners, LLC held 356,259.00 shares of SPDR SSGA Fixed Income Sector Rotation ETF(FISR), totaling $9.22 Mil. This investment constitutes 6.55% of their stock portfolio, and Hibernia Wealth Partners, LLC now holds 2.55% of the outstanding SPDR SSGA Fixed Income Sector Rotation ETF(FISR) stock.

The initial trade took place in 2023Q4. And since then Hibernia Wealth Partners, LLC has made 3 purchases of FISR, at an average price of $25.15, for a total of 741,602.00 shares. In addition, there have been 3 sales at an average price of $25.83 for 385,343.00 shares. Based on historical transaction data and FISR's current price of $25.54, Hibernia Wealth Partners, LLC's estimated gain on his FISR holdings is $402,022.68, reflecting a 2.16% gain to date.

Hibernia Wealth Partners, LLC FISR ($25.54) Holding Chart

Hibernia Wealth Partners, LLC FISR ($25.54) 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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