Number of Shares
76,447.00
Current Holdings Value*
$5.22 Mil
% of Portfolio
2.94%
Total Estimate Gain
$-164,104.19
% of Total Estimate Gain
-3.31%

Yoder Wealth Management, Inc.'s Fidelity MSCI Health Care Index ETF Holding Summary

As of 2025-03-31, Yoder Wealth Management, Inc. held 76,447.00 shares of Fidelity MSCI Health Care Index ETF(FHLC), totaling $5.22 Mil. This investment constitutes 2.94% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.18% of the outstanding Fidelity MSCI Health Care Index ETF(FHLC) stock.

The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 7 purchases of FHLC, at an average price of $64.81, for a total of 76,447.00 shares. Based on historical transaction data and FHLC's current price of $62.66, Yoder Wealth Management, Inc.'s estimated gain on his FHLC holdings is $-164,104.19, reflecting a -3.31% gain to date.

Yoder Wealth Management, Inc. FHLC ($62.66) Holding Chart

Yoder Wealth Management, Inc. FHLC ($62.66) 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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