KFA Private Wealth Group, LLC FBCG Holdings History
KFA Private Wealth Group, LLC's Fidelity Blue Chip Growth ETF Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 836,341.00 shares of Fidelity Blue Chip Growth ETF(FBCG), totaling $33.43 Mil. This investment constitutes 11.7% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0.95% of the outstanding Fidelity Blue Chip Growth ETF(FBCG) stock.
The initial trade took place in 2024Q1. And since then KFA Private Wealth Group, LLC has made 4 purchases of FBCG, at an average price of $40.55, for a total of 850,263.00 shares. In addition, there have been 1 sales at an average price of $45.24 for 13,922.00 shares. Based on historical transaction data and FBCG's current price of $48.69, KFA Private Wealth Group, LLC's estimated gain on his FBCG holdings is $6.88 Mil, reflecting a 19.95% gain to date.
KFA Private Wealth Group, LLC FBCG ($48.69) Holding Chart
KFA Private Wealth Group, LLC FBCG ($48.69) 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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