Milestone Investment Advisors LLC FESM Holdings History
Milestone Investment Advisors LLC's Fidelity Enhanced Small Cap ETF Holding Summary
As of 2025-03-31, Milestone Investment Advisors LLC held 127,660.00 shares of Fidelity Enhanced Small Cap ETF(FESM), totaling $3.76 Mil. This investment constitutes 1.04% of their stock portfolio, and Milestone Investment Advisors LLC now holds 0.21% of the outstanding Fidelity Enhanced Small Cap ETF(FESM) stock.
The initial trade took place in 2024Q4. And since then Milestone Investment Advisors LLC has made 2 purchases of FESM, at an average price of $32.31, for a total of 127,660.00 shares. Based on historical transaction data and FESM's current price of $32.85, Milestone Investment Advisors LLC's estimated gain on his FESM holdings is $69,431.43, reflecting a 1.68% gain to date.
Milestone Investment Advisors LLC FESM ($32.85) Holding Chart
Milestone Investment Advisors LLC FESM ($32.85) 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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