Windsor Wealth Management, Inc. FBND Holdings History
Windsor Wealth Management, Inc.'s Fidelity Total Bond ETF Holding Summary
As of 2023-09-30, Windsor Wealth Management, Inc. held 333,692.00 shares of Fidelity Total Bond ETF(FBND), totaling $14.54 Mil. This investment constitutes 2.66% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 0.51% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2022Q2. And since then Windsor Wealth Management, Inc. has made 6 purchases of FBND, at an average price of $45.36, for a total of 333,692.00 shares. Based on historical transaction data and FBND's current price of $45.67, Windsor Wealth Management, Inc.'s estimated gain on his FBND holdings is $104,973.28, reflecting a 0.69% gain to date.
Windsor Wealth Management, Inc. FBND ($45.67) Holding Chart
Windsor Wealth Management, Inc. FBND ($45.67) 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
