Fairhaven Wealth Management, LLC DFGP Holdings History
Fairhaven Wealth Management, LLC's Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 5,351.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $282,690.00. This investment constitutes 0.09% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0.02% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q4. And since then Fairhaven Wealth Management, LLC has made 1 purchases of DFGP, at an average price of $54.07, for a total of 5,351.00 shares. Based on historical transaction data and DFGP's current price of $54.20, Fairhaven Wealth Management, LLC's estimated gain on his DFGP holdings is $695.63, reflecting a 0.24% gain to date.
Fairhaven Wealth Management, LLC DFGP ($54.20) Holding Chart
Fairhaven Wealth Management, LLC DFGP ($54.20) 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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