Number of Shares
284,659.00
Current Holdings Value*
$12.90 Mil
% of Portfolio
6.04%
Total Estimate Gain
$17,079.54
% of Total Estimate Gain
0.13%

Unique Wealth Strategies, LLC's Fidelity Total Bond ETF Holding Summary

As of 2024-06-30, Unique Wealth Strategies, LLC held 284,659.00 shares of Fidelity Total Bond ETF(FBND), totaling $12.90 Mil. This investment constitutes 6.04% of their stock portfolio, and Unique Wealth Strategies, LLC now holds -% of the outstanding Fidelity Total Bond ETF(FBND) stock.

The initial trade took place in 2024Q1. And since then Unique Wealth Strategies, LLC has made 1 purchases of FBND, at an average price of $45.38, for a total of 284,659.00 shares. Based on historical transaction data and FBND's current price of $45.44, Unique Wealth Strategies, LLC's estimated gain on his FBND holdings is $17,079.54, reflecting a 0.13% gain to date.

Unique Wealth Strategies, LLC FBND ($45.44) Holding Chart

Unique Wealth Strategies, LLC 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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