Number of Shares
289,908.00
Current Holdings Value*
$12.34 Mil
% of Portfolio
7.56%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
20.73%

Financial Designs Corp's Amplify CPW Enhanced Dividend Income ETF Holding Summary

As of 2025-06-30, Financial Designs Corp held 289,908.00 shares of Amplify CPW Enhanced Dividend Income ETF(DIVO), totaling $12.34 Mil. This investment constitutes 7.56% of their stock portfolio, and Financial Designs Corp now holds 0.27% of the outstanding Amplify CPW Enhanced Dividend Income ETF(DIVO) stock.

The initial trade took place in 2023Q4. And since then Financial Designs Corp has made 4 purchases of DIVO, at an average price of $35.22, for a total of 304,810.00 shares. In addition, there have been 3 sales at an average price of $40.29 for 14,902.00 shares. Based on historical transaction data and DIVO's current price of $42.64, Financial Designs Corp's estimated gain on his DIVO holdings is $2.23 Mil, reflecting a 20.73% gain to date.

Financial Designs Corp DIVO ($42.64) Holding Chart

Financial Designs Corp DIVO ($42.64) 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 %

Top Ranked Articles

  • 1