Number of Shares
370,885.00
Current Holdings Value*
$12.79 Mil
% of Portfolio
2.97%
Total Estimate Gain
$842,705.68
% of Total Estimate Gain
6.92%

Mascoma Wealth Management LLC's Fidelity Enhanced Large Cap Core ETF Holding Summary

As of 2025-06-30, Mascoma Wealth Management LLC held 370,885.00 shares of Fidelity Enhanced Large Cap Core ETF(FELC), totaling $12.79 Mil. This investment constitutes 2.97% of their stock portfolio, and Mascoma Wealth Management LLC now holds 0.28% of the outstanding Fidelity Enhanced Large Cap Core ETF(FELC) stock.

The initial trade took place in 2025Q1. And since then Mascoma Wealth Management LLC has made 2 purchases of FELC, at an average price of $32.83, for a total of 370,885.00 shares. Based on historical transaction data and FELC's current price of $35.10, Mascoma Wealth Management LLC's estimated gain on his FELC holdings is $842,705.68, reflecting a 6.92% gain to date.

Mascoma Wealth Management LLC FELC ($35.10) Holding Chart

Mascoma Wealth Management LLC FELC ($35.10) 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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