Laurel Wealth Planning LLC FSMD Holdings History
Laurel Wealth Planning LLC's Fidelity Small-Mid Multifactor ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 44,586.00 shares of Fidelity Small-Mid Multifactor ETF(FSMD), totaling $1.75 Mil. This investment constitutes 1.16% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.15% of the outstanding Fidelity Small-Mid Multifactor ETF(FSMD) stock.
The initial trade took place in 2025Q1. And since then Laurel Wealth Planning LLC has made 1 purchases of FSMD, at an average price of $41.07, for a total of 44,586.00 shares. Based on historical transaction data and FSMD's current price of $41.99, Laurel Wealth Planning LLC's estimated gain on his FSMD holdings is $41,019.12, reflecting a 2.24% gain to date.
Laurel Wealth Planning LLC FSMD ($41.99) Holding Chart
Laurel Wealth Planning LLC FSMD ($41.99) 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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