Broadway Wealth Solutions, Inc. FTRB Holdings History
Broadway Wealth Solutions, Inc.'s Federated Hermes Total Return Bond ETF Holding Summary
As of 2025-06-30, Broadway Wealth Solutions, Inc. held 896,317.00 shares of Federated Hermes Total Return Bond ETF(FTRB), totaling $22.50 Mil. This investment constitutes 14.01% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 7.01% of the outstanding Federated Hermes Total Return Bond ETF(FTRB) stock.
The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 2 purchases of FTRB, at an average price of $25.08, for a total of 896,317.00 shares. Based on historical transaction data and FTRB's current price of $25.02, Broadway Wealth Solutions, Inc.'s estimated gain on his FTRB holdings is $-57,032.21, reflecting a -0.25% gain to date.
Broadway Wealth Solutions, Inc. FTRB ($25.02) Holding Chart
Broadway Wealth Solutions, Inc. FTRB ($25.02) 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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