Prepared Retirement Institute LLC FELG Holdings History
Prepared Retirement Institute LLC's Fidelity Enhanced Large Cap Growth ETF Holding Summary
As of 2025-06-30, Prepared Retirement Institute LLC held 239,293.00 shares of Fidelity Enhanced Large Cap Growth ETF(FELG), totaling $8.86 Mil. This investment constitutes 5.22% of their stock portfolio, and Prepared Retirement Institute LLC now holds 0.24% of the outstanding Fidelity Enhanced Large Cap Growth ETF(FELG) stock.
The initial trade took place in 2025Q1. And since then Prepared Retirement Institute LLC has made 2 purchases of FELG, at an average price of $34.11, for a total of 239,293.00 shares. Based on historical transaction data and FELG's current price of $37.69, Prepared Retirement Institute LLC's estimated gain on his FELG holdings is $857,018.71, reflecting a 10.50% gain to date.
Prepared Retirement Institute LLC FELG ($37.69) Holding Chart
Prepared Retirement Institute LLC FELG ($37.69) 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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