McGlone Suttner Wealth Management, Inc. FHLC Holdings History
McGlone Suttner Wealth Management, Inc.'s Fidelity MSCI Health Care Index ETF Holding Summary
As of 2025-06-30, McGlone Suttner Wealth Management, Inc. held 270,741.00 shares of Fidelity MSCI Health Care Index ETF(FHLC), totaling $17.31 Mil. This investment constitutes 2.61% of their stock portfolio, and McGlone Suttner Wealth Management, Inc. now holds 0.72% of the outstanding Fidelity MSCI Health Care Index ETF(FHLC) stock.
The initial trade took place in 2022Q4. And since then McGlone Suttner Wealth Management, Inc. has made 9 purchases of FHLC, at an average price of $64.01, for a total of 322,548.00 shares. In addition, there have been 2 sales at an average price of $71.29 for 51,807.00 shares. Based on historical transaction data and FHLC's current price of $64.56, McGlone Suttner Wealth Management, Inc.'s estimated gain on his FHLC holdings is $525,566.04, reflecting a 2.55% gain to date.
McGlone Suttner Wealth Management, Inc. FHLC ($64.56) Holding Chart
McGlone Suttner Wealth Management, Inc. FHLC ($64.56) 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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