Number of Shares
245,274.00
Current Holdings Value*
$21.69 Mil
% of Portfolio
8.05%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
14.74%

MONUMENTAL FINANCIAL GROUP INC.'s Fidelity MSCI Consumer Discretionary Index ETF Holding Summary

As of 2024-09-30, MONUMENTAL FINANCIAL GROUP INC. held 245,274.00 shares of Fidelity MSCI Consumer Discretionary Index ETF(FDIS), totaling $21.69 Mil. This investment constitutes 8.05% of their stock portfolio, and MONUMENTAL FINANCIAL GROUP INC. now holds 1.19% of the outstanding Fidelity MSCI Consumer Discretionary Index ETF(FDIS) stock.

The initial trade took place in 2021Q1. And since then MONUMENTAL FINANCIAL GROUP INC. has made 12 purchases of FDIS, at an average price of $76.58, for a total of 297,052.00 shares. In addition, there have been 2 sales at an average price of $62.66 for 51,778.00 shares. Based on historical transaction data and FDIS's current price of $93.20, MONUMENTAL FINANCIAL GROUP INC.'s estimated gain on his FDIS holdings is $3.35 Mil, reflecting a 14.74% gain to date.

MONUMENTAL FINANCIAL GROUP INC. FDIS ($93.20) Holding Chart

MONUMENTAL FINANCIAL GROUP INC. FDIS ($93.20) 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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