Number of Shares
64,272.00
Current Holdings Value*
$3.17 Mil
% of Portfolio
2.2%
Total Estimate Gain
$161,738.92
% of Total Estimate Gain
3.08%

Dominguez Wealth Management Solutions, Inc.'s First Trust Low Duration Mortgage Opportunities ET Holding Summary

As of 2025-06-30, Dominguez Wealth Management Solutions, Inc. held 64,272.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $3.17 Mil. This investment constitutes 2.2% of their stock portfolio, and Dominguez Wealth Management Solutions, Inc. now holds 0.06% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.

The initial trade took place in 2022Q4. And since then Dominguez Wealth Management Solutions, Inc. has made 7 purchases of LMBS, at an average price of $47.05, for a total of 111,782.00 shares. In addition, there have been 3 sales at an average price of $47.54 for 47,510.00 shares. Based on historical transaction data and LMBS's current price of $49.20, Dominguez Wealth Management Solutions, Inc.'s estimated gain on his LMBS holdings is $161,738.92, reflecting a 3.08% gain to date.

Dominguez Wealth Management Solutions, Inc. LMBS ($49.20) Holding Chart

Dominguez Wealth Management Solutions, Inc. LMBS ($49.20) 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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