Patriot Financial Group Insurance Agency, LLC FVAL Holdings History
Patriot Financial Group Insurance Agency, LLC's Fidelity Value Factor ETF Holding Summary
As of 2025-03-31, Patriot Financial Group Insurance Agency, LLC held - shares of Fidelity Value Factor ETF(FVAL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Patriot Financial Group Insurance Agency, LLC now holds 0% of the outstanding Fidelity Value Factor ETF(FVAL) stock.
The initial trade took place in 2021Q2. And since then Patriot Financial Group Insurance Agency, LLC has made 12 purchases of FVAL, at an average price of $48.88, for a total of 57,993.00 shares. In addition, there have been 4 sales at an average price of $61.42 for 57,993.00 shares. Based on historical transaction data and FVAL's current price of $64.74, Patriot Financial Group Insurance Agency, LLC's estimated gain on his FVAL holdings is $727,318.29, reflecting a 25.66% gain to date.
Patriot Financial Group Insurance Agency, LLC FVAL ($64.74) Holding Chart
Patriot Financial Group Insurance Agency, LLC FVAL ($64.74) 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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