New Insight Wealth Advisors FBND Holdings History
New Insight Wealth Advisors's Fidelity Total Bond ETF Holding Summary
As of 2024-12-31, New Insight Wealth Advisors held 248,192.00 shares of Fidelity Total Bond ETF(FBND), totaling $11.14 Mil. This investment constitutes 5.58% of their stock portfolio, and New Insight Wealth Advisors now holds 0.07% of the outstanding Fidelity Total Bond ETF(FBND) stock.
The initial trade took place in 2023Q4. And since then New Insight Wealth Advisors has made 4 purchases of FBND, at an average price of $44.89, for a total of 248,192.00 shares. Based on historical transaction data and FBND's current price of $45.32, New Insight Wealth Advisors's estimated gain on his FBND holdings is $107,415.96, reflecting a 0.96% gain to date.
New Insight Wealth Advisors FBND ($45.32) Holding Chart
New Insight Wealth Advisors FBND ($45.32) 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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