KDK Private Wealth Management, LLC FIDU Holdings History
KDK Private Wealth Management, LLC's Fidelity MSCI Industrials Index ETF Holding Summary
As of 2025-03-31, KDK Private Wealth Management, LLC held 26,920.00 shares of Fidelity MSCI Industrials Index ETF(FIDU), totaling $1.84 Mil. This investment constitutes 2.1% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0.16% of the outstanding Fidelity MSCI Industrials Index ETF(FIDU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $71.48 for 266.00 shares. Based on historical transaction data and FIDU's current price of $78.47, KDK Private Wealth Management, LLC's estimated gain on his FIDU holdings is $127,002.30, reflecting a 6.34% gain to date.
KDK Private Wealth Management, LLC FIDU ($78.47) Holding Chart
KDK Private Wealth Management, LLC FIDU ($78.47) 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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