Number of Shares
32,046.00
Current Holdings Value*
$2.23 Mil
% of Portfolio
0.7%
Total Estimate Gain
$97,491.35
% of Total Estimate Gain
4.35%

Buska Wealth Management, LLC's Fidelity MSCI Financials Index ETF Holding Summary

As of 2025-03-31, Buska Wealth Management, LLC held 32,046.00 shares of Fidelity MSCI Financials Index ETF(FNCL), totaling $2.23 Mil. This investment constitutes 0.7% of their stock portfolio, and Buska Wealth Management, LLC now holds 0.09% of the outstanding Fidelity MSCI Financials Index ETF(FNCL) stock.

The initial trade took place in 2024Q4. And since then Buska Wealth Management, LLC has made 2 purchases of FNCL, at an average price of $70.00, for a total of 32,046.00 shares. Based on historical transaction data and FNCL's current price of $73.04, Buska Wealth Management, LLC's estimated gain on his FNCL holdings is $97,491.35, reflecting a 4.35% gain to date.

Buska Wealth Management, LLC FNCL ($73.04) Holding Chart

Buska Wealth Management, LLC FNCL ($73.04) 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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