Number of Shares
239,293.00
Current Holdings Value*
$8.86 Mil
% of Portfolio
5.22%
Total Estimate Gain
$857,018.71
% of Total Estimate Gain
10.50%

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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