Beta Wealth Group, Inc. FEMS Holdings History
Beta Wealth Group, Inc.'s FIRST TR EXCH ALPH Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 235,509.00 shares of FIRST TR EXCH ALPH(FEMS), totaling $8.75 Mil. This investment constitutes 3.14% of their stock portfolio, and Beta Wealth Group, Inc. now holds 3.71% of the outstanding FIRST TR EXCH ALPH(FEMS) stock.
The initial trade took place in 2025Q1. And since then Beta Wealth Group, Inc. has made 1 purchases of FEMS, at an average price of $37.70, for a total of 235,509.00 shares. Based on historical transaction data and FEMS's current price of $41.24, Beta Wealth Group, Inc.'s estimated gain on his FEMS holdings is $833,701.86, reflecting a 9.39% gain to date.
Beta Wealth Group, Inc. FEMS ($41.24) Holding Chart
Beta Wealth Group, Inc. FEMS ($41.24) 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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