KESTRA PRIVATE WEALTH SERVICES, LLC FBCG Holdings History
KESTRA PRIVATE WEALTH SERVICES, LLC's Fidelity Blue Chip Growth ETF Holding Summary
As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 212,391.00 shares of Fidelity Blue Chip Growth ETF(FBCG), totaling $8.49 Mil. This investment constitutes 0.14% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0.24% of the outstanding Fidelity Blue Chip Growth ETF(FBCG) stock.
The initial trade took place in 2020Q3. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 13 purchases of FBCG, at an average price of $34.33, for a total of 394,242.00 shares. In addition, there have been 5 sales at an average price of $42.92 for 181,851.00 shares. Based on historical transaction data and FBCG's current price of $49.52, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his FBCG holdings is $4.79 Mil, reflecting a 35.38% gain to date.
KESTRA PRIVATE WEALTH SERVICES, LLC FBCG ($49.52) Holding Chart
KESTRA PRIVATE WEALTH SERVICES, LLC FBCG ($49.52) 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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