Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$27.97 Mil
% of Total Estimate Gain
43.19%

First Trust Direct Indexing L.P.'s Microsoft Corp Holding Summary

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

The initial trade took place in 2020Q4. And since then First Trust Direct Indexing L.P. has made 14 purchases of MSFT, at an average price of $296.85, for a total of 218,119.00 shares. In addition, there have been 2 sales at an average price of $425.06 for 218,119.00 shares. Based on historical transaction data and MSFT's current price of $496.72, First Trust Direct Indexing L.P.'s estimated gain on his MSFT holdings is $27.97 Mil, reflecting a 43.19% gain to date.

First Trust Direct Indexing L.P. MSFT ($496.72) Holding Chart

First Trust Direct Indexing L.P. MSFT ($496.72) 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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