Insight Wealth Partners, LLC UMI Holdings History
Insight Wealth Partners, LLC's USCF Midstream Energy Income Fund ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 13,474.00 shares of USCF Midstream Energy Income Fund ETF(UMI), totaling $700,650.00. This investment constitutes 0.12% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.18% of the outstanding USCF Midstream Energy Income Fund ETF(UMI) stock.
The initial trade took place in 2025Q1. And since then Insight Wealth Partners, LLC has made 1 purchases of UMI, at an average price of $51.69, for a total of 13,474.00 shares. Based on historical transaction data and UMI's current price of $50.46, Insight Wealth Partners, LLC's estimated gain on his UMI holdings is $-16,546.07, reflecting a -2.38% gain to date.
Insight Wealth Partners, LLC UMI ($50.46) Holding Chart
Insight Wealth Partners, LLC UMI ($50.46) 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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