DB Wealth Management Group, LLC FV Holdings History
DB Wealth Management Group, LLC's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 90,406.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $4.66 Mil. This investment constitutes 2.65% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0.13% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 6 purchases of FV, at an average price of $42.83, for a total of 234,308.00 shares. In addition, there have been 6 sales at an average price of $46.34 for 143,902.00 shares. Based on historical transaction data and FV's current price of $61.01, DB Wealth Management Group, LLC's estimated gain on his FV holdings is $2.15 Mil, reflecting a 21.41% gain to date.
DB Wealth Management Group, LLC FV ($61.01) Holding Chart
DB Wealth Management Group, LLC FV ($61.01) 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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