KDK Private Wealth Management, LLC FTEC Holdings History
KDK Private Wealth Management, LLC's Fidelity MSCI Information Technology Index ETF Holding Summary
As of 2025-03-31, KDK Private Wealth Management, LLC held 31,432.00 shares of Fidelity MSCI Information Technology Index ETF(FTEC), totaling $5.06 Mil. This investment constitutes 5.77% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0.05% of the outstanding Fidelity MSCI Information Technology Index ETF(FTEC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $179.26 for 205.00 shares. Based on historical transaction data and FTEC's current price of $201.29, KDK Private Wealth Management, LLC's estimated gain on his FTEC holdings is $575,073.69, reflecting a 9.93% gain to date.
KDK Private Wealth Management, LLC FTEC ($201.29) Holding Chart
KDK Private Wealth Management, LLC FTEC ($201.29) 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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