AWE
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Avidian Wealth Enterprises’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Avidian Wealth Enterprises’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-66,576
Closed -$3.23M – 440
2023
Q1 		$3.23M Buy
+66,576
New +$3.22M 0.18% 108

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $2.34B AUM 32.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avidian Wealth Enterprises's FLTB Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2023, closing a stake of 66,576 shares — an estimated $3.23M sold.

Avidian Wealth Enterprises first reported a position in FLTB in Q1 2023 and held it in 1 quarter. The position peaked at $3.23M in Q1 2023. 57 funds tracked by Wall St. Rank hold FLTB as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 66,576 Fidelity Limited Term Bond ETF shares in Q2 2023, an estimated $3.23M.
  • Avidian Wealth Enterprises first reported a position in Fidelity Limited Term Bond ETF in Q1 2023 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Fidelity Limited Term Bond ETF position peaked at $3.23M in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.