MCCARTER PRIVATE WEALTH SERVICES LLC FBND Holdings History
MCCARTER PRIVATE WEALTH SERVICES LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, MCCARTER PRIVATE WEALTH SERVICES LLC held 94,783.00 shares of Fidelity Total Bond ETF(FBND), totaling $4.33 Mil. This investment constitutes 2.83% of their stock portfolio, and MCCARTER PRIVATE WEALTH SERVICES LLC now holds 0.02% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2025Q1. And since then MCCARTER PRIVATE WEALTH SERVICES LLC has made 1 purchases of FBND, at an average price of $45.29, for a total of 94,783.00 shares. Based on historical transaction data and FBND's current price of $45.44, MCCARTER PRIVATE WEALTH SERVICES LLC's estimated gain on his FBND holdings is $14,217.45, reflecting a 0.33% gain to date.
MCCARTER PRIVATE WEALTH SERVICES LLC FBND ($45.44) Holding Chart
MCCARTER PRIVATE WEALTH SERVICES LLC FBND ($45.44) 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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