Yoder Wealth Management, Inc. FIDU Holdings History
Yoder Wealth Management, Inc.'s Fidelity MSCI Industrials Index ETF Holding Summary
As of 2025-06-30, Yoder Wealth Management, Inc. held 69,564.00 shares of Fidelity MSCI Industrials Index ETF(FIDU), totaling $5.39 Mil. This investment constitutes 2.81% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.39% of the outstanding Fidelity MSCI Industrials Index ETF(FIDU) stock.
The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 5 purchases of FIDU, at an average price of $56.03, for a total of 83,276.00 shares. In addition, there have been 3 sales at an average price of $57.75 for 13,712.00 shares. Based on historical transaction data and FIDU's current price of $80.90, Yoder Wealth Management, Inc.'s estimated gain on his FIDU holdings is $1.75 Mil, reflecting a 37.59% gain to date.
Yoder Wealth Management, Inc. FIDU ($80.90) Holding Chart
Yoder Wealth Management, Inc. FIDU ($80.90) 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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