FSR Wealth Management Ltd. ONEZ Holdings History
Number of Shares
54,701.00
Current Holdings Value*
$1.30 Mil
% of Portfolio
1.71%
Total Estimate Gain
$60,384.43
% of Total Estimate Gain
4.52%
FSR Wealth Management Ltd.'s TrueShares Seasonality Laddered Buffered ETF Holding Summary
As of 2025-03-31, FSR Wealth Management Ltd. held 54,701.00 shares of TrueShares Seasonality Laddered Buffered ETF(ONEZ), totaling $1.30 Mil. This investment constitutes 1.71% of their stock portfolio, and FSR Wealth Management Ltd. now holds -% of the outstanding TrueShares Seasonality Laddered Buffered ETF(ONEZ) stock.
The initial trade took place in 2025Q1. And since then FSR Wealth Management Ltd. has made 1 purchases of ONEZ, at an average price of $24.40, for a total of 54,701.00 shares. Based on historical transaction data and ONEZ's current price of $25.50, FSR Wealth Management Ltd.'s estimated gain on his ONEZ holdings is $60,384.43, reflecting a 4.52% gain to date.
FSR Wealth Management Ltd. ONEZ ($25.50) Holding Chart
FSR Wealth Management Ltd. ONEZ ($25.50) 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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