Wingate Wealth Advisors, Inc. FBND Holdings History
Number of Shares
28,985.00
Current Holdings Value*
$1.32 Mil
% of Portfolio
1.52%
Total Estimate Gain
$4,163.46
% of Total Estimate Gain
0.32%
Wingate Wealth Advisors, Inc.'s Fidelity Total Bond ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 28,985.00 shares of Fidelity Total Bond ETF(FBND), totaling $1.32 Mil. This investment constitutes 1.52% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0.01% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2024Q4. And since then Wingate Wealth Advisors, Inc. has made 1 purchases of FBND, at an average price of $45.42, for a total of 28,985.00 shares. Based on historical transaction data and FBND's current price of $45.56, Wingate Wealth Advisors, Inc.'s estimated gain on his FBND holdings is $4,163.46, reflecting a 0.32% gain to date.
Wingate Wealth Advisors, Inc. FBND ($45.56) Holding Chart
Wingate Wealth Advisors, Inc. FBND ($45.56) 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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