Number of Shares
161,042.00
Current Holdings Value*
$6.31 Mil
% of Portfolio
2.17%
Total Estimate Gain
$-43,410.08
% of Total Estimate Gain
-0.64%

Provident Wealth Management, LLC's Fidelity Small-Mid Multifactor ETF Holding Summary

As of 2025-03-31, Provident Wealth Management, LLC held 161,042.00 shares of Fidelity Small-Mid Multifactor ETF(FSMD), totaling $6.31 Mil. This investment constitutes 2.17% of their stock portfolio, and Provident Wealth Management, LLC now holds 0.56% of the outstanding Fidelity Small-Mid Multifactor ETF(FSMD) stock.

The initial trade took place in 2024Q4. And since then Provident Wealth Management, LLC has made 2 purchases of FSMD, at an average price of $42.44, for a total of 161,042.00 shares. Based on historical transaction data and FSMD's current price of $42.17, Provident Wealth Management, LLC's estimated gain on his FSMD holdings is $-43,410.08, reflecting a -0.64% gain to date.

Provident Wealth Management, LLC FSMD ($42.17) Holding Chart

Provident Wealth Management, LLC FSMD ($42.17) 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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