Number of Shares
507,680.00
Current Holdings Value*
$17.47 Mil
% of Portfolio
2.81%
Total Estimate Gain
$1.82 Mil
% of Total Estimate Gain
11.43%

KFG WEALTH MANAGEMENT, LLC's Fidelity Enhanced Mid Cap ETF Holding Summary

As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 507,680.00 shares of Fidelity Enhanced Mid Cap ETF(FMDE), totaling $17.47 Mil. This investment constitutes 2.81% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 0.67% of the outstanding Fidelity Enhanced Mid Cap ETF(FMDE) stock.

The initial trade took place in 2024Q3. And since then KFG WEALTH MANAGEMENT, LLC has made 4 purchases of FMDE, at an average price of $31.41, for a total of 507,680.00 shares. Based on historical transaction data and FMDE's current price of $35.00, KFG WEALTH MANAGEMENT, LLC's estimated gain on his FMDE holdings is $1.82 Mil, reflecting a 11.43% gain to date.

KFG WEALTH MANAGEMENT, LLC FMDE ($35.00) Holding Chart

KFG WEALTH MANAGEMENT, LLC FMDE ($35.00) 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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