PRIMORIS WEALTH ADVISORS, LLC FTEC Holdings History
PRIMORIS WEALTH ADVISORS, LLC's Fidelity MSCI Information Technology Index ETF Holding Summary
As of 2025-03-31, PRIMORIS WEALTH ADVISORS, LLC held 30,312.00 shares of Fidelity MSCI Information Technology Index ETF(FTEC), totaling $4.89 Mil. This investment constitutes 3.78% of their stock portfolio, and PRIMORIS WEALTH ADVISORS, LLC now holds 0.04% of the outstanding Fidelity MSCI Information Technology Index ETF(FTEC) stock.
The initial trade took place in 2021Q4. And since then PRIMORIS WEALTH ADVISORS, LLC has made 3 purchases of FTEC, at an average price of $151.92, for a total of 64,986.00 shares. In addition, there have been 10 sales at an average price of $167.40 for 34,674.00 shares. Based on historical transaction data and FTEC's current price of $204.75, PRIMORIS WEALTH ADVISORS, LLC's estimated gain on his FTEC holdings is $2.14 Mil, reflecting a 21.66% gain to date.
PRIMORIS WEALTH ADVISORS, LLC FTEC ($204.75) Holding Chart
PRIMORIS WEALTH ADVISORS, LLC FTEC ($204.75) 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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