Bernardo Wealth Planning LLC FTCS Holdings History
Bernardo Wealth Planning LLC's First Trust Capital Strength ETF Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held - shares of First Trust Capital Strength ETF(FTCS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0% of the outstanding First Trust Capital Strength ETF(FTCS) stock.
The initial trade took place in 2020Q1. And since then Bernardo Wealth Planning LLC has made 11 purchases of FTCS, at an average price of $68.98, for a total of 106,397.00 shares. In addition, there have been 7 sales at an average price of $84.83 for 106,397.00 shares. Based on historical transaction data and FTCS's current price of $91.77, Bernardo Wealth Planning LLC's estimated gain on his FTCS holdings is $1.69 Mil, reflecting a 22.98% gain to date.
Bernardo Wealth Planning LLC FTCS ($91.77) Holding Chart
Bernardo Wealth Planning LLC FTCS ($91.77) 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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