PRIMORIS WEALTH ADVISORS, LLC FBND Holdings History
PRIMORIS WEALTH ADVISORS, LLC's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, PRIMORIS WEALTH ADVISORS, LLC held 140,977.00 shares of Fidelity Total Bond ETF(FBND), totaling $6.44 Mil. This investment constitutes 4.98% of their stock portfolio, and PRIMORIS WEALTH ADVISORS, LLC now holds 0.03% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q2. And since then PRIMORIS WEALTH ADVISORS, LLC has made 7 purchases of FBND, at an average price of $44.94, for a total of 142,483.00 shares. In addition, there have been 1 sales at an average price of $45.29 for 1,506.00 shares. Based on historical transaction data and FBND's current price of $45.52, PRIMORIS WEALTH ADVISORS, LLC's estimated gain on his FBND holdings is $81,149.03, reflecting a 1.27% gain to date.
PRIMORIS WEALTH ADVISORS, LLC FBND ($45.52) Holding Chart
PRIMORIS WEALTH ADVISORS, LLC FBND ($45.52) 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
