Buska Wealth Management, LLC FIDU Holdings History
Number of Shares
132,997.00
Current Holdings Value*
$9.11 Mil
% of Portfolio
2.85%
Total Estimate Gain
$1.58 Mil
% of Total Estimate Gain
18.11%
Buska Wealth Management, LLC's Fidelity MSCI Industrials Index ETF Holding Summary
As of 2025-03-31, Buska Wealth Management, LLC held 132,997.00 shares of Fidelity MSCI Industrials Index ETF(FIDU), totaling $9.11 Mil. This investment constitutes 2.85% of their stock portfolio, and Buska Wealth Management, LLC now holds 0.64% of the outstanding Fidelity MSCI Industrials Index ETF(FIDU) stock.
The initial trade took place in 2024Q1. And since then Buska Wealth Management, LLC has made 4 purchases of FIDU, at an average price of $65.45, for a total of 132,997.00 shares. Based on historical transaction data and FIDU's current price of $77.31, Buska Wealth Management, LLC's estimated gain on his FIDU holdings is $1.58 Mil, reflecting a 18.11% gain to date.
Buska Wealth Management, LLC FIDU ($77.31) Holding Chart
Buska Wealth Management, LLC FIDU ($77.31) 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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