Ownership history in Able Wealth Management LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in FIDELITY ENHANCED LARGE CAP CORE ETF (FELC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 150,850 | +1,382 | +0.9% | 1.82% | $5.8M | $38.06 |
| 2025 Q3 | REDUCED | 149,468 | -3,133 | -2.1% | 2.09% | $5.6M | $37.08 |
| 2025 Q2 | ADDED | 152,601 | +1,349 | +0.9% | 2.65% | $5.3M | $34.24 |
| 2025 Q1 | REDUCED | 151,252 | -2,601 | -1.7% | 2.78% | $4.7M | $30.88 |
| 2024 Q4 | REDUCED | 153,853 | -3,303 | -2.1% | 3.33% | $5.1M | $32.51 |
| 2024 Q3 | REDUCED | 157,156 | -1,980 | -1.2% | 4.04% | $4.6M | $31.59 |
| 2023 Q4 | INITIATED | 159,136 | — | — | 3.84% | $4.2M | — |
As of 2025 Q4 — sorted by position size