WADE G W & INC FBND Holdings History
Number of Shares
290,986.00
Current Holdings Value*
$13.40 Mil
% of Portfolio
0.44%
Total Estimate Gain
$471,900.98
% of Total Estimate Gain
3.60%
WADE G W & INC's Fidelity Total Bond ETF Holding Summary
As of 2023-12-31, WADE G W & INC held 290,986.00 shares of Fidelity Total Bond ETF(FBND), totaling $13.40 Mil. This investment constitutes 0.44% of their stock portfolio, and WADE G W & INC now holds 0.44% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2021Q2. And since then WADE G W & INC has made 2 purchases of FBND, at an average price of $44.27, for a total of 295,727.00 shares. In addition, there have been 1 sales at an average price of $53.40 for 4,741.00 shares. Based on historical transaction data and FBND's current price of $45.74, WADE G W & INC's estimated gain on his FBND holdings is $471,900.98, reflecting a 3.60% gain to date.
WADE G W & INC FBND ($45.74) Holding Chart
WADE G W & INC FBND ($45.74) 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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