Number of Shares
817,233.00
Current Holdings Value*
$37.31 Mil
% of Portfolio
15.1%
Total Estimate Gain
$584,845.52
% of Total Estimate Gain
1.60%

POWER WEALTH MANAGEMENT LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, POWER WEALTH MANAGEMENT LLC held 817,233.00 shares of Fidelity Total Bond ETF(FBND), totaling $37.31 Mil. This investment constitutes 15.1% of their stock portfolio, and POWER WEALTH MANAGEMENT LLC now holds 0.2% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2023Q4. And since then POWER WEALTH MANAGEMENT LLC has made 5 purchases of FBND, at an average price of $44.84, for a total of 817,233.00 shares. Based on historical transaction data and FBND's current price of $45.56, POWER WEALTH MANAGEMENT LLC's estimated gain on his FBND holdings is $584,845.52, reflecting a 1.60% gain to date.

POWER WEALTH MANAGEMENT LLC FBND ($45.56) Holding Chart

POWER WEALTH MANAGEMENT LLC FBND ($45.56) 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