Number of Shares
62,670.00
Current Holdings Value*
$26.97 Mil
% of Portfolio
3.04%
Total Estimate Gain
$5.44 Mil
% of Total Estimate Gain
21.14%

First Trust Investment Solutions L.P.'s Microsoft Corp Holding Summary

As of 2024-09-30, First Trust Investment Solutions L.P. held 62,670.00 shares of Microsoft Corp(MSFT), totaling $26.97 Mil. This investment constitutes 3.04% of their stock portfolio, and First Trust Investment Solutions L.P. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then First Trust Investment Solutions L.P. has made 3 purchases of MSFT, at an average price of $410.62, for a total of 62,670.00 shares. Based on historical transaction data and MSFT's current price of $497.41, First Trust Investment Solutions L.P.'s estimated gain on his MSFT holdings is $5.44 Mil, reflecting a 21.14% gain to date.

First Trust Investment Solutions L.P. MSFT ($497.41) Holding Chart

First Trust Investment Solutions L.P. MSFT ($497.41) 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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