Number of Shares
100,126.00
Current Holdings Value*
$5.04 Mil
% of Portfolio
2.66%
Total Estimate Gain
$2,094.77
% of Total Estimate Gain
0.04%

RCS Financial Planning, LLC's Fidelity Low Duration Bond Factor ETF Holding Summary

As of 2025-03-31, RCS Financial Planning, LLC held 100,126.00 shares of Fidelity Low Duration Bond Factor ETF(FLDR), totaling $5.04 Mil. This investment constitutes 2.66% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.64% of the outstanding Fidelity Low Duration Bond Factor ETF(FLDR) stock.

The initial trade took place in 2024Q4. And since then RCS Financial Planning, LLC has made 2 purchases of FLDR, at an average price of $50.12, for a total of 100,126.00 shares. Based on historical transaction data and FLDR's current price of $50.14, RCS Financial Planning, LLC's estimated gain on his FLDR holdings is $2,094.77, reflecting a 0.04% gain to date.

RCS Financial Planning, LLC FLDR ($50.14) Holding Chart

RCS Financial Planning, LLC FLDR ($50.14) 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