Number of Shares
71,484.00
Current Holdings Value*
$11.53 Mil
% of Portfolio
4.79%
Total Estimate Gain
$4.37 Mil
% of Total Estimate Gain
43.27%

Eaton Financial Holdings Company, LLC's Fidelity MSCI Information Technology Index ETF Holding Summary

As of 2025-03-31, Eaton Financial Holdings Company, LLC held 71,484.00 shares of Fidelity MSCI Information Technology Index ETF(FTEC), totaling $11.53 Mil. This investment constitutes 4.79% of their stock portfolio, and Eaton Financial Holdings Company, LLC now holds 0.1% of the outstanding Fidelity MSCI Information Technology Index ETF(FTEC) stock.

The initial trade took place in 2022Q4. And since then Eaton Financial Holdings Company, LLC has made 6 purchases of FTEC, at an average price of $132.36, for a total of 76,254.00 shares. In addition, there have been 1 sales at an average price of $104.39 for 4,770.00 shares. Based on historical transaction data and FTEC's current price of $195.31, Eaton Financial Holdings Company, LLC's estimated gain on his FTEC holdings is $4.37 Mil, reflecting a 43.27% gain to date.

Eaton Financial Holdings Company, LLC FTEC ($195.31) Holding Chart

Eaton Financial Holdings Company, LLC FTEC ($195.31) 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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