Prism Advisors, Inc. FVAL Holdings History
Prism Advisors, Inc.'s Fidelity Value Factor ETF Holding Summary
As of 2025-06-30, Prism Advisors, Inc. held 81,530.00 shares of Fidelity Value Factor ETF(FVAL), totaling $5.21 Mil. This investment constitutes 1.48% of their stock portfolio, and Prism Advisors, Inc. now holds 0.57% of the outstanding Fidelity Value Factor ETF(FVAL) stock.
The initial trade took place in 2023Q3. And since then Prism Advisors, Inc. has made 2 purchases of FVAL, at an average price of $49.60, for a total of 455,916.00 shares. In addition, there have been 5 sales at an average price of $59.09 for 374,386.00 shares. Based on historical transaction data and FVAL's current price of $64.46, Prism Advisors, Inc.'s estimated gain on his FVAL holdings is $4.76 Mil, reflecting a 21.06% gain to date.
Prism Advisors, Inc. FVAL ($64.46) Holding Chart
Prism Advisors, Inc. FVAL ($64.46) 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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