Legacy Wealth Management, Inc FBND Holdings History
Legacy Wealth Management, Inc's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, Legacy Wealth Management, Inc held 3.10 Mil shares of Fidelity Total Bond ETF(FBND), totaling $141.36 Mil. This investment constitutes 9.42% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0.75% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q3. And since then Legacy Wealth Management, Inc has made 6 purchases of FBND, at an average price of $44.82, for a total of 3.16 Mil shares. In addition, there have been 1 sales at an average price of $44.13 for 66,187.00 shares. Based on historical transaction data and FBND's current price of $45.73, Legacy Wealth Management, Inc's estimated gain on his FBND holdings is $2.76 Mil, reflecting a 1.95% gain to date.
Legacy Wealth Management, Inc FBND ($45.73) Holding Chart
Legacy Wealth Management, Inc FBND ($45.73) 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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