KFG WEALTH MANAGEMENT, LLC FELC Holdings History
KFG WEALTH MANAGEMENT, LLC's Fidelity Enhanced Large Cap Core ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 2.22 Mil shares of Fidelity Enhanced Large Cap Core ETF(FELC), totaling $76.72 Mil. This investment constitutes 12.33% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 1.78% of the outstanding Fidelity Enhanced Large Cap Core ETF(FELC) stock.
The initial trade took place in 2024Q3. And since then KFG WEALTH MANAGEMENT, LLC has made 4 purchases of FELC, at an average price of $31.60, for a total of 2.22 Mil shares. Based on historical transaction data and FELC's current price of $34.99, KFG WEALTH MANAGEMENT, LLC's estimated gain on his FELC holdings is $7.54 Mil, reflecting a 10.73% gain to date.
KFG WEALTH MANAGEMENT, LLC FELC ($34.99) Holding Chart
KFG WEALTH MANAGEMENT, LLC FELC ($34.99) 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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