Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$14.34 Mil
% of Total Estimate Gain
125.22%

First Trust Direct Indexing L.P.'s Broadcom Inc Holding Summary

As of 2024-12-31, First Trust Direct Indexing L.P. held - shares of Broadcom Inc(AVGO), totaling N/A. This investment constitutes 0% of their stock portfolio, and First Trust Direct Indexing L.P. now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2020Q4. And since then First Trust Direct Indexing L.P. has made 12 purchases of AVGO, at an average price of $81.58, for a total of 140,396.00 shares. In addition, there have been 4 sales at an average price of $183.72 for 140,396.00 shares. Based on historical transaction data and AVGO's current price of $275.18, First Trust Direct Indexing L.P.'s estimated gain on his AVGO holdings is $14.34 Mil, reflecting a 125.22% gain to date.

First Trust Direct Indexing L.P. AVGO ($275.18) Holding Chart

First Trust Direct Indexing L.P. AVGO ($275.18) 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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