Number of Shares
186,368.00
Current Holdings Value*
$5.12 Mil
% of Portfolio
2.75%
Total Estimate Gain
$654,330.49
% of Total Estimate Gain
14.13%

AMERICAN FINANCIAL & TAX STRATEGIES INC's Fidelity MSCI Real Estate Index ETF Holding Summary

As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 186,368.00 shares of Fidelity MSCI Real Estate Index ETF(FREL), totaling $5.12 Mil. This investment constitutes 2.75% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.48% of the outstanding Fidelity MSCI Real Estate Index ETF(FREL) stock.

The initial trade took place in 2023Q4. And since then AMERICAN FINANCIAL & TAX STRATEGIES INC has made 1 purchases of FREL, at an average price of $24.01, for a total of 192,815.00 shares. In addition, there have been 2 sales at an average price of $27.53 for 6,447.00 shares. Based on historical transaction data and FREL's current price of $27.40, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his FREL holdings is $654,330.49, reflecting a 14.13% gain to date.

AMERICAN FINANCIAL & TAX STRATEGIES INC FREL ($27.40) Holding Chart

AMERICAN FINANCIAL & TAX STRATEGIES INC FREL ($27.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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