Number of Shares
148,236.00
Current Holdings Value*
$10.97 Mil
% of Portfolio
3.23%
Total Estimate Gain
$886,527.38
% of Total Estimate Gain
8.40%

Fischer Financial Services, Inc.'s Fidelity MSCI Financials Index ETF Holding Summary

As of 2025-06-30, Fischer Financial Services, Inc. held 148,236.00 shares of Fidelity MSCI Financials Index ETF(FNCL), totaling $10.97 Mil. This investment constitutes 3.23% of their stock portfolio, and Fischer Financial Services, Inc. now holds 0.48% of the outstanding Fidelity MSCI Financials Index ETF(FNCL) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $69.96 for 5,167.00 shares. Based on historical transaction data and FNCL's current price of $74.74, Fischer Financial Services, Inc.'s estimated gain on his FNCL holdings is $886,527.38, reflecting a 8.40% gain to date.

Fischer Financial Services, Inc. FNCL ($74.74) Holding Chart

Fischer Financial Services, Inc. FNCL ($74.74) 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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