Number of Shares
381,516.00
Current Holdings Value*
$14.13 Mil
% of Portfolio
2.38%
Total Estimate Gain
$2.60 Mil
% of Total Estimate Gain
22.20%

SENTINEL PENSION ADVISORS, LLC's Fidelity Enhanced Large Cap Growth ETF Holding Summary

As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 381,516.00 shares of Fidelity Enhanced Large Cap Growth ETF(FELG), totaling $14.13 Mil. This investment constitutes 2.38% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.42% of the outstanding Fidelity Enhanced Large Cap Growth ETF(FELG) stock.

The initial trade took place in 2024Q1. And since then SENTINEL PENSION ADVISORS, LLC has made 6 purchases of FELG, at an average price of $30.75, for a total of 381,516.00 shares. Based on historical transaction data and FELG's current price of $37.58, SENTINEL PENSION ADVISORS, LLC's estimated gain on his FELG holdings is $2.60 Mil, reflecting a 22.20% gain to date.

SENTINEL PENSION ADVISORS, LLC FELG ($37.58) Holding Chart

SENTINEL PENSION ADVISORS, LLC FELG ($37.58) 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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