Number of Shares
61,128.00
Current Holdings Value*
$9.86 Mil
% of Portfolio
3.75%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
13.59%

Independence Financial Advisors, LLC's Fidelity MSCI Information Technology Index ETF Holding Summary

As of 2025-03-31, Independence Financial Advisors, LLC held 61,128.00 shares of Fidelity MSCI Information Technology Index ETF(FTEC), totaling $9.86 Mil. This investment constitutes 3.75% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.09% of the outstanding Fidelity MSCI Information Technology Index ETF(FTEC) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and FTEC's current price of $203.62, Independence Financial Advisors, LLC's estimated gain on his FTEC holdings is $1.49 Mil, reflecting a 13.59% gain to date.

Independence Financial Advisors, LLC FTEC ($203.62) Holding Chart

Independence Financial Advisors, LLC FTEC ($203.62) 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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