Spectrum Investment Advisors, Inc. FELG Holdings History
Spectrum Investment Advisors, Inc.'s Fidelity Enhanced Large Cap Growth ETF Holding Summary
As of 2025-03-31, Spectrum Investment Advisors, Inc. held 663,453.00 shares of Fidelity Enhanced Large Cap Growth ETF(FELG), totaling $20.90 Mil. This investment constitutes 13.49% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0.67% of the outstanding Fidelity Enhanced Large Cap Growth ETF(FELG) stock.
The initial trade took place in 2024Q1. And since then Spectrum Investment Advisors, Inc. has made 2 purchases of FELG, at an average price of $28.07, for a total of 688,484.00 shares. In addition, there have been 3 sales at an average price of $30.51 for 25,031.00 shares. Based on historical transaction data and FELG's current price of $37.69, Spectrum Investment Advisors, Inc.'s estimated gain on his FELG holdings is $6.44 Mil, reflecting a 33.34% gain to date.
Spectrum Investment Advisors, Inc. FELG ($37.69) Holding Chart
Spectrum Investment Advisors, Inc. FELG ($37.69) 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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