KDK Private Wealth Management, LLC FNCL Holdings History
KDK Private Wealth Management, LLC's Fidelity MSCI Financials Index ETF Holding Summary
As of 2025-03-31, KDK Private Wealth Management, LLC held 26,710.00 shares of Fidelity MSCI Financials Index ETF(FNCL), totaling $1.85 Mil. This investment constitutes 2.11% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0.09% of the outstanding Fidelity MSCI Financials Index ETF(FNCL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $70.89 for 311.00 shares. Based on historical transaction data and FNCL's current price of $74.03, KDK Private Wealth Management, LLC's estimated gain on his FNCL holdings is $140,343.29, reflecting a 7.55% gain to date.
KDK Private Wealth Management, LLC FNCL ($74.03) Holding Chart
KDK Private Wealth Management, LLC FNCL ($74.03) 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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