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Oliver Lagore Vanvalin Investment Group’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q3 		– Sell
-200
Closed -$10K – 663
2022
Q2 		$10K Buy
200
+141
+239% +$6.92K 0.01% 340
2022
Q1 		$3K Buy
+59
New +$2.99K ﹤0.01% 463

Other funds holding FLTB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FLTB Position: Q3 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2022, closing a stake of 200 shares — an estimated $10K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FLTB in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 52 funds tracked by Wall St. Rank hold FLTB as of Q3 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 200 Fidelity Limited Term Bond ETF shares in Q3 2022, an estimated $10K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity Limited Term Bond ETF in Q1 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Fidelity Limited Term Bond ETF position peaked at $10K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2022, filed 15 Nov 2022.