Retirement Income Solutions, Inc FESM Holdings History
Retirement Income Solutions, Inc's Fidelity Enhanced Small Cap ETF Holding Summary
As of 2025-06-30, Retirement Income Solutions, Inc held 135,327.00 shares of Fidelity Enhanced Small Cap ETF(FESM), totaling $4.33 Mil. This investment constitutes 0.79% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.23% of the outstanding Fidelity Enhanced Small Cap ETF(FESM) stock.
The initial trade took place in 2024Q4. And since then Retirement Income Solutions, Inc has made 2 purchases of FESM, at an average price of $33.40, for a total of 164,160.00 shares. In addition, there have been 1 sales at an average price of $29.72 for 28,833.00 shares. Based on historical transaction data and FESM's current price of $33.28, Retirement Income Solutions, Inc's estimated gain on his FESM holdings is $-122,177.22, reflecting a -2.23% gain to date.
Retirement Income Solutions, Inc FESM ($33.28) Holding Chart
Retirement Income Solutions, Inc FESM ($33.28) 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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