Number of Shares
155,604.00
Current Holdings Value*
$6.09 Mil
% of Portfolio
5.8%
Total Estimate Gain
$228,737.88
% of Total Estimate Gain
3.58%

Fortitude Financial, LLC's Fidelity Small-Mid Multifactor ETF Holding Summary

As of 2025-03-31, Fortitude Financial, LLC held 155,604.00 shares of Fidelity Small-Mid Multifactor ETF(FSMD), totaling $6.09 Mil. This investment constitutes 5.8% of their stock portfolio, and Fortitude Financial, LLC now holds 0.42% of the outstanding Fidelity Small-Mid Multifactor ETF(FSMD) stock.

The initial trade took place in 2025Q1. And since then Fortitude Financial, LLC has made 1 purchases of FSMD, at an average price of $41.07, for a total of 155,604.00 shares. Based on historical transaction data and FSMD's current price of $42.54, Fortitude Financial, LLC's estimated gain on his FSMD holdings is $228,737.88, reflecting a 3.58% gain to date.

Fortitude Financial, LLC FSMD ($42.54) Holding Chart

Fortitude Financial, LLC FSMD ($42.54) 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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