Intrepid Financial Planning Group LLC HUSV Holdings History
Intrepid Financial Planning Group LLC's First Trust Horizon Managed Volatility Domestic ETF Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 19,045.00 shares of First Trust Horizon Managed Volatility Domestic ETF(HUSV), totaling $765,420.00. This investment constitutes 0.35% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0.76% of the outstanding First Trust Horizon Managed Volatility Domestic ETF(HUSV) stock.
The initial trade took place in 2024Q3. And since then Intrepid Financial Planning Group LLC has made 2 purchases of HUSV, at an average price of $38.42, for a total of 19,045.00 shares. Based on historical transaction data and HUSV's current price of $39.39, Intrepid Financial Planning Group LLC's estimated gain on his HUSV holdings is $18,391.44, reflecting a 2.51% gain to date.
Intrepid Financial Planning Group LLC HUSV ($39.39) Holding Chart
Intrepid Financial Planning Group LLC HUSV ($39.39) 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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