Number of Shares
56,380.00
Current Holdings Value*
$9.09 Mil
% of Portfolio
5.12%
Total Estimate Gain
$3.49 Mil
% of Total Estimate Gain
43.68%

Yoder Wealth Management, Inc.'s Fidelity MSCI Information Technology Index ETF Holding Summary

As of 2025-03-31, Yoder Wealth Management, Inc. held 56,380.00 shares of Fidelity MSCI Information Technology Index ETF(FTEC), totaling $9.09 Mil. This investment constitutes 5.12% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.07% of the outstanding Fidelity MSCI Information Technology Index ETF(FTEC) stock.

The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 7 purchases of FTEC, at an average price of $141.89, for a total of 56,380.00 shares. Based on historical transaction data and FTEC's current price of $203.86, Yoder Wealth Management, Inc.'s estimated gain on his FTEC holdings is $3.49 Mil, reflecting a 43.68% gain to date.

Yoder Wealth Management, Inc. FTEC ($203.86) Holding Chart

Yoder Wealth Management, Inc. FTEC ($203.86) 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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