Number of Shares
10,685.00
Current Holdings Value*
$636,710.00
% of Portfolio
0.02%
Total Estimate Gain
$-376,807.51
% of Total Estimate Gain
-0.31%

SAGESPRING WEALTH PARTNERS, LLC's Fidelity Value Factor ETF Holding Summary

As of 2025-03-31, SAGESPRING WEALTH PARTNERS, LLC held 10,685.00 shares of Fidelity Value Factor ETF(FVAL), totaling $636,710.00. This investment constitutes 0.02% of their stock portfolio, and SAGESPRING WEALTH PARTNERS, LLC now holds 0.07% of the outstanding Fidelity Value Factor ETF(FVAL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.18 for 1.94 Mil shares. Based on historical transaction data and FVAL's current price of $65.18, SAGESPRING WEALTH PARTNERS, LLC's estimated gain on his FVAL holdings is $-376,807.51, reflecting a -0.31% gain to date.

SAGESPRING WEALTH PARTNERS, LLC FVAL ($65.18) Holding Chart

SAGESPRING WEALTH PARTNERS, LLC FVAL ($65.18) 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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