Independence Financial Advisors, LLC FTEC Holdings History
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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