Number of Shares
97,427.00
Current Holdings Value*
$7.55 Mil
% of Portfolio
2.06%
Total Estimate Gain
$1.63 Mil
% of Total Estimate Gain
18.74%

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

As of 2025-06-30, Buska Wealth Management, LLC held 97,427.00 shares of Fidelity MSCI Industrials Index ETF(FIDU), totaling $7.55 Mil. This investment constitutes 2.06% of their stock portfolio, and Buska Wealth Management, LLC now holds 0.57% 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. In addition, there have been 1 sales at an average price of $71.50 for 35,570.00 shares. Based on historical transaction data and FIDU's current price of $79.99, Buska Wealth Management, LLC's estimated gain on his FIDU holdings is $1.63 Mil, reflecting a 18.74% gain to date.

Buska Wealth Management, LLC FIDU ($79.99) Holding Chart

Buska Wealth Management, LLC FIDU ($79.99) 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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