Number of Shares
69,564.00
Current Holdings Value*
$5.39 Mil
% of Portfolio
2.81%
Total Estimate Gain
$1.75 Mil
% of Total Estimate Gain
37.59%

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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