Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC FIXD Holdings History
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2020-12-31, Genovese Burford & Brothers Wealth & Retirement Pl held 106,519.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $5.83 Mil. This investment constitutes 1.83% of their stock portfolio, and Genovese Burford & Brothers Wealth & Retirement Pl now holds 0.12% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2020Q2. And since then Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC has made 3 purchases of FIXD, at an average price of $54.43, for a total of 106,519.00 shares. Based on historical transaction data and FIXD's current price of $43.53, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's estimated gain on his FIXD holdings is $-1.16 Mil, reflecting a -20.03% gain to date.
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC FIXD ($43.53) Holding Chart
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC FIXD ($43.53) 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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