Number of Shares
133,169.00
Current Holdings Value*
$6.81 Mil
% of Portfolio
4.29%
Total Estimate Gain
$167,005.86
% of Total Estimate Gain
2.48%

Avondale Wealth Management's Fidelity MSCI Consumer Staples Index ETF Holding Summary

As of 2025-03-31, Avondale Wealth Management held 133,169.00 shares of Fidelity MSCI Consumer Staples Index ETF(FSTA), totaling $6.81 Mil. This investment constitutes 4.29% of their stock portfolio, and Avondale Wealth Management now holds 0.5% of the outstanding Fidelity MSCI Consumer Staples Index ETF(FSTA) stock.

The initial trade took place in 2024Q4. And since then Avondale Wealth Management has made 2 purchases of FSTA, at an average price of $50.61, for a total of 133,169.00 shares. Based on historical transaction data and FSTA's current price of $51.86, Avondale Wealth Management's estimated gain on his FSTA holdings is $167,005.86, reflecting a 2.48% gain to date.

Avondale Wealth Management FSTA ($51.86) Holding Chart

Avondale Wealth Management FSTA ($51.86) 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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