Number of Shares
72,492.00
Current Holdings Value*
$4.08 Mil
% of Portfolio
2.3%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
57.06%

Yoder Wealth Management, Inc.'s Fidelity MSCI Communication Services Index ETF Holding Summary

As of 2025-03-31, Yoder Wealth Management, Inc. held 72,492.00 shares of Fidelity MSCI Communication Services Index ETF(FCOM), totaling $4.08 Mil. This investment constitutes 2.3% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.28% of the outstanding Fidelity MSCI Communication Services Index ETF(FCOM) stock.

The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 7 purchases of FCOM, at an average price of $41.25, for a total of 72,492.00 shares. Based on historical transaction data and FCOM's current price of $64.78, Yoder Wealth Management, Inc.'s estimated gain on his FCOM holdings is $1.71 Mil, reflecting a 57.06% gain to date.

Yoder Wealth Management, Inc. FCOM ($64.78) Holding Chart

Yoder Wealth Management, Inc. FCOM ($64.78) 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 %

Top Ranked Articles

  • 1