Comprehensive Wealth Management, LLC LGOV Holdings History
Comprehensive Wealth Management, LLC's First Trust Long Duration Opportunities ETF Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 441,843.00 shares of First Trust Long Duration Opportunities ETF(LGOV), totaling $9.50 Mil. This investment constitutes 6.61% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 1.36% of the outstanding First Trust Long Duration Opportunities ETF(LGOV) stock.
The initial trade took place in 2025Q1. And since then Comprehensive Wealth Management, LLC has made 1 purchases of LGOV, at an average price of $21.12, for a total of 441,843.00 shares. Based on historical transaction data and LGOV's current price of $21.28, Comprehensive Wealth Management, LLC's estimated gain on his LGOV holdings is $70,694.88, reflecting a 0.76% gain to date.
Comprehensive Wealth Management, LLC LGOV ($21.28) Holding Chart
Comprehensive Wealth Management, LLC LGOV ($21.28) 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
