W.G. Shaheen & Associates DBA Whitney & Co FBND Holdings History
W.G. Shaheen & Associates DBA Whitney & Co's Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 673,137.00 shares of Fidelity Total Bond ETF(FBND), totaling $30.73 Mil. This investment constitutes 3.27% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0.17% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q4. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 6 purchases of FBND, at an average price of $44.39, for a total of 673,137.00 shares. Based on historical transaction data and FBND's current price of $45.44, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his FBND holdings is $705,163.59, reflecting a 2.36% gain to date.
W.G. Shaheen & Associates DBA Whitney & Co FBND ($45.44) Holding Chart
W.G. Shaheen & Associates DBA Whitney & Co 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
