Rooted Wealth Advisors, Inc. FBND Holdings History
Rooted Wealth Advisors, Inc.'s Fidelity Total Bond ETF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 212,800.00 shares of Fidelity Total Bond ETF(FBND), totaling $9.67 Mil. This investment constitutes 3.34% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.05% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q1. And since then Rooted Wealth Advisors, Inc. has made 9 purchases of FBND, at an average price of $45.07, for a total of 441,521.00 shares. In addition, there have been 1 sales at an average price of $46.21 for 228,721.00 shares. Based on historical transaction data and FBND's current price of $45.44, Rooted Wealth Advisors, Inc.'s estimated gain on his FBND holdings is $339,941.85, reflecting a 1.71% gain to date.
Rooted Wealth Advisors, Inc. FBND ($45.44) Holding Chart
Rooted Wealth Advisors, Inc. 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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