Number of Shares
102,526.00
Current Holdings Value*
$2.82 Mil
% of Portfolio
3.59%
Total Estimate Gain
$-150,720.06
% of Total Estimate Gain
-5.15%

Prospect Financial Group LLC's Fidelity MSCI Real Estate Index ETF Holding Summary

As of 2025-03-31, Prospect Financial Group LLC held 102,526.00 shares of Fidelity MSCI Real Estate Index ETF(FREL), totaling $2.82 Mil. This investment constitutes 3.59% of their stock portfolio, and Prospect Financial Group LLC now holds 0.27% of the outstanding Fidelity MSCI Real Estate Index ETF(FREL) stock.

The initial trade took place in 2024Q4. And since then Prospect Financial Group LLC has made 1 purchases of FREL, at an average price of $28.56, for a total of 102,526.00 shares. Based on historical transaction data and FREL's current price of $27.09, Prospect Financial Group LLC's estimated gain on his FREL holdings is $-150,720.06, reflecting a -5.15% gain to date.

Prospect Financial Group LLC FREL ($27.09) Holding Chart

Prospect Financial Group LLC FREL ($27.09) 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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