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Principia Wealth Advisory’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$49.6K Sell
930
-100
-10% -$5.27K 0.03% 126
2025
Q3 		$53.6K Sell
1,030
-20
-2% -$1.01K 0.04% 115
2025
Q2 		$51.3K Buy
1,050
+120
+13% +$5.37K 0.04% 109
2025
Q1 		$39.3K Buy
930
+705
+313% +$32.5K 0.04% 92
2024
Q4 		$10.3K Buy
+225
New +$10.5K 0.01% 126

Other funds holding FFLC

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
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
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return