Cornerstone Planning Group LLC FEMS Holdings History
Number of Shares
310,707.00
Current Holdings Value*
$11.34 Mil
% of Portfolio
2.71%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
11.91%
Cornerstone Planning Group LLC's FIRST TR EXCH ALPH Holding Summary
As of 2025-03-31, Cornerstone Planning Group LLC held 310,707.00 shares of FIRST TR EXCH ALPH(FEMS), totaling $11.34 Mil. This investment constitutes 2.71% of their stock portfolio, and Cornerstone Planning Group LLC now holds 4.89% of the outstanding FIRST TR EXCH ALPH(FEMS) stock.
The initial trade took place in 2022Q4. And since then Cornerstone Planning Group LLC has made 8 purchases of FEMS, at an average price of $37.12, for a total of 310,707.00 shares. Based on historical transaction data and FEMS's current price of $41.54, Cornerstone Planning Group LLC's estimated gain on his FEMS holdings is $1.37 Mil, reflecting a 11.91% gain to date.
Cornerstone Planning Group LLC FEMS ($41.54) Holding Chart
Cornerstone Planning Group LLC FEMS ($41.54) 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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