Concentrum Wealth Management NXTG Holdings History
Concentrum Wealth Management's First Trust Index NextG ETF Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 15,427.00 shares of First Trust Index NextG ETF(NXTG), totaling $1.31 Mil. This investment constitutes 0.49% of their stock portfolio, and Concentrum Wealth Management now holds 0.39% of the outstanding First Trust Index NextG ETF(NXTG) stock.
The initial trade took place in 2021Q3. And since then Concentrum Wealth Management has made 11 purchases of NXTG, at an average price of $75.83, for a total of 26,959.00 shares. In addition, there have been 4 sales at an average price of $85.00 for 11,532.00 shares. Based on historical transaction data and NXTG's current price of $97.67, Concentrum Wealth Management's estimated gain on his NXTG holdings is $442,771.74, reflecting a 21.66% gain to date.
Concentrum Wealth Management NXTG ($97.67) Holding Chart
Concentrum Wealth Management NXTG ($97.67) 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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