PERSONAL CFO SOLUTIONS, LLC FNCL Holdings History
PERSONAL CFO SOLUTIONS, LLC's Fidelity MSCI Financials Index ETF Holding Summary
As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 111,103.00 shares of Fidelity MSCI Financials Index ETF(FNCL), totaling $7.72 Mil. This investment constitutes 1.57% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0.37% of the outstanding Fidelity MSCI Financials Index ETF(FNCL) stock.
The initial trade took place in 2021Q2. And since then PERSONAL CFO SOLUTIONS, LLC has made 6 purchases of FNCL, at an average price of $62.35, for a total of 311,692.00 shares. In addition, there have been 5 sales at an average price of $57.15 for 200,589.00 shares. Based on historical transaction data and FNCL's current price of $74.74, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his FNCL holdings is $334,141.66, reflecting a 1.72% gain to date.
PERSONAL CFO SOLUTIONS, LLC FNCL ($74.74) Holding Chart
PERSONAL CFO SOLUTIONS, LLC FNCL ($74.74) 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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