Kowal Investment Group, LLC FBND Holdings History
Kowal Investment Group, LLC's Fidelity Total Bond ETF Holding Summary
As of 2024-09-30, Kowal Investment Group, LLC held 2.09 Mil shares of Fidelity Total Bond ETF(FBND), totaling $97.46 Mil. This investment constitutes 17.93% of their stock portfolio, and Kowal Investment Group, LLC now holds 0.77% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2022Q3. And since then Kowal Investment Group, LLC has made 6 purchases of FBND, at an average price of $45.05, for a total of 2.15 Mil shares. In addition, there have been 3 sales at an average price of $44.78 for 61,111.00 shares. Based on historical transaction data and FBND's current price of $45.51, Kowal Investment Group, LLC's estimated gain on his FBND holdings is $936,443.38, reflecting a 0.97% gain to date.
Kowal Investment Group, LLC FBND ($45.51) Holding Chart
Kowal Investment Group, LLC FBND ($45.51) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
