KFA Private Wealth Group, LLC FBND Holdings History
Number of Shares
355,418.00
Current Holdings Value*
$16.22 Mil
% of Portfolio
5.68%
Total Estimate Gain
$-20,580.48
% of Total Estimate Gain
-0.13%
KFA Private Wealth Group, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 355,418.00 shares of Fidelity Total Bond ETF(FBND), totaling $16.22 Mil. This investment constitutes 5.68% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0.09% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2024Q1. And since then KFA Private Wealth Group, LLC has made 5 purchases of FBND, at an average price of $45.35, for a total of 355,418.00 shares. Based on historical transaction data and FBND's current price of $45.30, KFA Private Wealth Group, LLC's estimated gain on his FBND holdings is $-20,580.48, reflecting a -0.13% gain to date.
KFA Private Wealth Group, LLC FBND ($45.30) Holding Chart
KFA Private Wealth Group, LLC FBND ($45.30) 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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