Advocacy Wealth Management Services, LLC FSMD Holdings History
Advocacy Wealth Management Services, LLC's Fidelity Small-Mid Multifactor ETF Holding Summary
As of 2025-03-31, Advocacy Wealth Management Services, LLC held 719,447.00 shares of Fidelity Small-Mid Multifactor ETF(FSMD), totaling $28.17 Mil. This investment constitutes 1.92% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 1.95% of the outstanding Fidelity Small-Mid Multifactor ETF(FSMD) stock.
The initial trade took place in 2025Q1. And since then Advocacy Wealth Management Services, LLC has made 1 purchases of FSMD, at an average price of $41.07, for a total of 719,447.00 shares. Based on historical transaction data and FSMD's current price of $41.48, Advocacy Wealth Management Services, LLC's estimated gain on his FSMD holdings is $294,973.27, reflecting a 1.00% gain to date.
Advocacy Wealth Management Services, LLC FSMD ($41.48) Holding Chart
Advocacy Wealth Management Services, LLC FSMD ($41.48) 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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