Bernardo Wealth Planning LLC FPX Holdings History
Bernardo Wealth Planning LLC's First Trust US Equity Opportunities ETF Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held 59,009.00 shares of First Trust US Equity Opportunities ETF(FPX), totaling $5.29 Mil. This investment constitutes 1.27% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0.9% of the outstanding First Trust US Equity Opportunities ETF(FPX) stock.
The initial trade took place in 2025Q1. And since then Bernardo Wealth Planning LLC has made 1 purchases of FPX, at an average price of $124.40, for a total of 59,009.00 shares. Based on historical transaction data and FPX's current price of $142.84, Bernardo Wealth Planning LLC's estimated gain on his FPX holdings is $1.09 Mil, reflecting a 14.83% gain to date.
Bernardo Wealth Planning LLC FPX ($142.84) Holding Chart
Bernardo Wealth Planning LLC FPX ($142.84) 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
