UNIQUE WEALTH, LLC FBCG Holdings History
Number of Shares
308,038.00
Current Holdings Value*
$12.31 Mil
% of Portfolio
2.33%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
10.07%
UNIQUE WEALTH, LLC's Fidelity Blue Chip Growth ETF Holding Summary
As of 2025-03-31, UNIQUE WEALTH, LLC held 308,038.00 shares of Fidelity Blue Chip Growth ETF(FBCG), totaling $12.31 Mil. This investment constitutes 2.33% of their stock portfolio, and UNIQUE WEALTH, LLC now holds 0.28% of the outstanding Fidelity Blue Chip Growth ETF(FBCG) stock.
The initial trade took place in 2024Q3. And since then UNIQUE WEALTH, LLC has made 3 purchases of FBCG, at an average price of $44.32, for a total of 308,038.00 shares. Based on historical transaction data and FBCG's current price of $48.78, UNIQUE WEALTH, LLC's estimated gain on his FBCG holdings is $1.37 Mil, reflecting a 10.07% gain to date.
UNIQUE WEALTH, LLC FBCG ($48.78) Holding Chart
UNIQUE WEALTH, LLC FBCG ($48.78) 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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