AWM
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Abound Wealth Management’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Abound Wealth Management’s Portfolio FFLC Stock Details FFLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$459 – 1351
2024
Q3 		$459 Buy
+10
New +$439 ﹤0.01% 886

Other funds holding FFLC

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return

Abound Wealth Management's FFLC Position: Q4 2024 in Review

Abound Wealth Management sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q4 2024, closing a stake of 10 shares — an estimated $459 sold.

Abound Wealth Management first reported a position in FFLC in Q3 2024 and held it in 1 quarter. The position peaked at $459 in Q3 2024. 64 funds tracked by Wall St. Rank hold FFLC as of Q4 2024.

  • Abound Wealth Management reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 10 Fidelity Fundamental Large Cap Core ETF shares in Q4 2024, an estimated $459.
  • Abound Wealth Management first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's Fidelity Fundamental Large Cap Core ETF position peaked at $459 in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.