Darden Wealth Group Inc FPE Holdings History
Darden Wealth Group Inc's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Darden Wealth Group Inc held 143,685.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $2.53 Mil. This investment constitutes 1.96% of their stock portfolio, and Darden Wealth Group Inc now holds 0.04% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2023Q4. And since then Darden Wealth Group Inc has made 3 purchases of FPE, at an average price of $16.44, for a total of 146,274.00 shares. In addition, there have been 2 sales at an average price of $17.74 for 2,589.00 shares. Based on historical transaction data and FPE's current price of $17.87, Darden Wealth Group Inc's estimated gain on his FPE holdings is $209,430.77, reflecting a 8.71% gain to date.
Darden Wealth Group Inc FPE ($17.87) Holding Chart
Darden Wealth Group Inc FPE ($17.87) 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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