Number of Shares
1.06 Mil
Current Holdings Value*
$21.38 Mil
% of Portfolio
4.38%
Total Estimate Gain
$-571,005.52
% of Total Estimate Gain
-2.61%

Commonwealth Financial Services, LLC's First Trust Intermediate Government Opportunities ETF Holding Summary

As of 2025-03-31, Commonwealth Financial Services, LLC held 1.06 Mil shares of First Trust Intermediate Government Opportunities ETF(MGOV), totaling $21.38 Mil. This investment constitutes 4.38% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 32.48% of the outstanding First Trust Intermediate Government Opportunities ETF(MGOV) stock.

The initial trade took place in 2024Q3. And since then Commonwealth Financial Services, LLC has made 2 purchases of MGOV, at an average price of $20.58, for a total of 1.06 Mil shares. In addition, there have been 1 sales at an average price of $20.19 for 9,408.00 shares. Based on historical transaction data and MGOV's current price of $20.05, Commonwealth Financial Services, LLC's estimated gain on his MGOV holdings is $-571,005.52, reflecting a -2.61% gain to date.

Commonwealth Financial Services, LLC MGOV ($20.05) Holding Chart

Commonwealth Financial Services, LLC MGOV ($20.05) 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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