3D ASSET MANAGEMENT, INC FMB Holdings History
Number of Shares
42,436.00
Current Holdings Value*
$2.36 Mil
% of Portfolio
1.21%
Total Estimate Gain
$-179,195.10
% of Total Estimate Gain
-7.80%
3D ASSET MANAGEMENT, INC's First Trust Managed Municipal ETF Holding Summary
As of 2020-09-30, 3D ASSET MANAGEMENT, INC held 42,436.00 shares of First Trust Managed Municipal ETF(FMB), totaling $2.36 Mil. This investment constitutes 1.21% of their stock portfolio, and 3D ASSET MANAGEMENT, INC now holds 0.1% of the outstanding First Trust Managed Municipal ETF(FMB) stock.
The initial trade took place in 2020Q2. And since then 3D ASSET MANAGEMENT, INC has made 2 purchases of FMB, at an average price of $54.12, for a total of 42,436.00 shares. Based on historical transaction data and FMB's current price of $49.90, 3D ASSET MANAGEMENT, INC's estimated gain on his FMB holdings is $-179,195.10, reflecting a -7.80% gain to date.
3D ASSET MANAGEMENT, INC FMB ($49.90) Holding Chart
3D ASSET MANAGEMENT, INC FMB ($49.90) 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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