AllSquare Wealth Management LLC FTGC Holdings History
AllSquare Wealth Management LLC's FIRST TR EXCH VII Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 145,635.00 shares of FIRST TR EXCH VII(FTGC), totaling $3.72 Mil. This investment constitutes 2.21% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0.15% of the outstanding FIRST TR EXCH VII(FTGC) stock.
The initial trade took place in 2021Q2. And since then AllSquare Wealth Management LLC has made 1 purchases of FTGC, at an average price of $22.71, for a total of 178,566.00 shares. In addition, there have been 13 sales at an average price of $24.43 for 32,931.00 shares. Based on historical transaction data and FTGC's current price of $25.52, AllSquare Wealth Management LLC's estimated gain on his FTGC holdings is $465,850.15, reflecting a 11.49% gain to date.
AllSquare Wealth Management LLC FTGC ($25.52) Holding Chart
AllSquare Wealth Management LLC FTGC ($25.52) 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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