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 %

Top Ranked Articles

  • 1