Number of Shares
76,151.00
Current Holdings Value*
$15.02 Mil
% of Portfolio
4.62%
Total Estimate Gain
$5.13 Mil
% of Total Estimate Gain
47.05%

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

As of 2025-06-30, Eaton Financial Holdings Company, LLC held 76,151.00 shares of Fidelity MSCI Information Technology Index ETF(FTEC), totaling $15.02 Mil. This investment constitutes 4.62% of their stock portfolio, and Eaton Financial Holdings Company, LLC now holds 0.11% 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 7 purchases of FTEC, at an average price of $134.69, for a total of 80,921.00 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 $203.93, Eaton Financial Holdings Company, LLC's estimated gain on his FTEC holdings is $5.13 Mil, reflecting a 47.05% gain to date.

Eaton Financial Holdings Company, LLC FTEC ($203.93) Holding Chart

Eaton Financial Holdings Company, LLC FTEC ($203.93) 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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