Eaton Financial Holdings Company, LLC FESM Holdings History
Eaton Financial Holdings Company, LLC's Fidelity Enhanced Small Cap ETF Holding Summary
As of 2025-03-31, Eaton Financial Holdings Company, LLC held 63,524.00 shares of Fidelity Enhanced Small Cap ETF(FESM), totaling $1.87 Mil. This investment constitutes 0.78% of their stock portfolio, and Eaton Financial Holdings Company, LLC now holds 0.11% of the outstanding Fidelity Enhanced Small Cap ETF(FESM) stock.
The initial trade took place in 2024Q4. And since then Eaton Financial Holdings Company, LLC has made 1 purchases of FESM, at an average price of $33.51, for a total of 222,276.00 shares. In addition, there have been 1 sales at an average price of $32.04 for 158,752.00 shares. Based on historical transaction data and FESM's current price of $31.34, Eaton Financial Holdings Company, LLC's estimated gain on his FESM holdings is $-371,212.52, reflecting a -4.98% gain to date.
Eaton Financial Holdings Company, LLC FESM ($31.34) Holding Chart
Eaton Financial Holdings Company, LLC FESM ($31.34) 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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