Boyce & Associates Wealth Consulting, Inc. AFSM Holdings History
Boyce & Associates Wealth Consulting, Inc.'s First Trust Active Factor Small Cap ETF Holding Summary
As of 2025-06-30, Boyce & Associates Wealth Consulting, Inc. held - shares of First Trust Active Factor Small Cap ETF(AFSM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Boyce & Associates Wealth Consulting, Inc. now holds 0% of the outstanding First Trust Active Factor Small Cap ETF(AFSM) stock.
The initial trade took place in 2024Q2. And since then Boyce & Associates Wealth Consulting, Inc. has made 3 purchases of AFSM, at an average price of $29.65, for a total of 52,824.00 shares. In addition, there have been 2 sales at an average price of $28.79 for 52,824.00 shares. Based on historical transaction data and AFSM's current price of $30.26, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his AFSM holdings is $-45,080.48, reflecting a -2.88% gain to date.
Boyce & Associates Wealth Consulting, Inc. AFSM ($30.26) Holding Chart
Boyce & Associates Wealth Consulting, Inc. AFSM ($30.26) 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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