Guided Capital Wealth Management, LLC FTSM Holdings History
Guided Capital Wealth Management, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-06-30, Guided Capital Wealth Management, LLC held 16,916.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $1.01 Mil. This investment constitutes 0.78% of their stock portfolio, and Guided Capital Wealth Management, LLC now holds 0.02% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $59.90 for 98,866.00 shares. Based on historical transaction data and FTSM's current price of $59.98, Guided Capital Wealth Management, LLC's estimated gain on his FTSM holdings is $1,353.28, reflecting a 0.02% gain to date.
Guided Capital Wealth Management, LLC FTSM ($59.98) Holding Chart
Guided Capital Wealth Management, LLC FTSM ($59.98) 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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