FSA WEALTH PARTNERS, INC. FJUL Holdings History
FSA WEALTH PARTNERS, INC.'s FT Vest U.S. Equity Buffer ETF - July Holding Summary
As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 327,931.00 shares of FT Vest U.S. Equity Buffer ETF - July(FJUL), totaling $15.62 Mil. This investment constitutes 5.91% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 1.64% of the outstanding FT Vest U.S. Equity Buffer ETF - July(FJUL) stock.
The initial trade took place in 2023Q4. And since then FSA WEALTH PARTNERS, INC. has made 3 purchases of FJUL, at an average price of $43.55, for a total of 341,348.00 shares. In addition, there have been 3 sales at an average price of $48.19 for 13,417.00 shares. Based on historical transaction data and FJUL's current price of $52.64, FSA WEALTH PARTNERS, INC.'s estimated gain on his FJUL holdings is $3.04 Mil, reflecting a 20.48% gain to date.
FSA WEALTH PARTNERS, INC. FJUL ($52.64) Holding Chart
FSA WEALTH PARTNERS, INC. FJUL ($52.64) 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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