Insight Wealth Partners, LLC TBG Holdings History
Insight Wealth Partners, LLC's TBG Dividend Focus ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 13,369.00 shares of TBG Dividend Focus ETF(TBG), totaling $437,780.00. This investment constitutes 0.07% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.33% of the outstanding TBG Dividend Focus ETF(TBG) stock.
The initial trade took place in 2025Q1. And since then Insight Wealth Partners, LLC has made 1 purchases of TBG, at an average price of $33.00, for a total of 13,369.00 shares. Based on historical transaction data and TBG's current price of $32.95, Insight Wealth Partners, LLC's estimated gain on his TBG holdings is $-668.45, reflecting a -0.15% gain to date.
Insight Wealth Partners, LLC TBG ($32.95) Holding Chart
Insight Wealth Partners, LLC TBG ($32.95) 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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