Number of Shares
145,537.00
Current Holdings Value*
$9.47 Mil
% of Portfolio
1.47%
Total Estimate Gain
$827,959.99
% of Total Estimate Gain
8.15%

Portfolio Strategies, Inc.'s Fidelity Momentum Factor ETF Holding Summary

As of 2025-03-31, Portfolio Strategies, Inc. held 145,537.00 shares of Fidelity Momentum Factor ETF(FDMO), totaling $9.47 Mil. This investment constitutes 1.47% of their stock portfolio, and Portfolio Strategies, Inc. now holds 1.86% of the outstanding Fidelity Momentum Factor ETF(FDMO) stock.

The initial trade took place in 2025Q1. And since then Portfolio Strategies, Inc. has made 1 purchases of FDMO, at an average price of $69.84, for a total of 145,537.00 shares. Based on historical transaction data and FDMO's current price of $75.53, Portfolio Strategies, Inc.'s estimated gain on his FDMO holdings is $827,959.99, reflecting a 8.15% gain to date.

Portfolio Strategies, Inc. FDMO ($75.53) Holding Chart

Portfolio Strategies, Inc. FDMO ($75.53) 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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