Avantra Family Wealth, Inc. QMMY Holdings History
Avantra Family Wealth, Inc.'s FT Vest Nasdaq-100 Moderate Buffer ETF - May Holding Summary
As of 2025-06-30, Avantra Family Wealth, Inc. held 191,316.00 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May(QMMY), totaling $4.49 Mil. This investment constitutes 3.71% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 5.31% of the outstanding FT Vest Nasdaq-100 Moderate Buffer ETF - May(QMMY) stock.
The initial trade took place in 2025Q2. And since then Avantra Family Wealth, Inc. has made 1 purchases of QMMY, at an average price of $21.85, for a total of 191,316.00 shares. Based on historical transaction data and QMMY's current price of $23.81, Avantra Family Wealth, Inc.'s estimated gain on his QMMY holdings is $375,763.76, reflecting a 8.99% gain to date.
Avantra Family Wealth, Inc. QMMY ($23.81) Holding Chart
Avantra Family Wealth, Inc. QMMY ($23.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
