Number of Shares
3.18 Mil
Current Holdings Value*
$145.23 Mil
% of Portfolio
4.64%
Total Estimate Gain
$907,962.03
% of Total Estimate Gain
0.63%

Quotient Wealth Partners, LLC's Fidelity Total Bond ETF Holding Summary

As of 2025-03-31, Quotient Wealth Partners, LLC held 3.18 Mil shares of Fidelity Total Bond ETF(FBND), totaling $145.23 Mil. This investment constitutes 4.64% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.78% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2024Q2. And since then Quotient Wealth Partners, LLC has made 4 purchases of FBND, at an average price of $45.15, for a total of 3.18 Mil shares. Based on historical transaction data and FBND's current price of $45.44, Quotient Wealth Partners, LLC's estimated gain on his FBND holdings is $907,962.03, reflecting a 0.63% gain to date.

Quotient Wealth Partners, LLC FBND ($45.44) Holding Chart

Quotient Wealth Partners, LLC FBND ($45.44) 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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