Ipsen Advisor Group LLC FIW Holdings History
Ipsen Advisor Group LLC's First Trust Water ETF Holding Summary
As of 2025-03-31, Ipsen Advisor Group LLC held 11,163.00 shares of First Trust Water ETF(FIW), totaling $1.12 Mil. This investment constitutes 0.97% of their stock portfolio, and Ipsen Advisor Group LLC now holds 0.07% of the outstanding First Trust Water ETF(FIW) stock.
The initial trade took place in 2024Q4. And since then Ipsen Advisor Group LLC has made 2 purchases of FIW, at an average price of $107.17, for a total of 11,163.00 shares. Based on historical transaction data and FIW's current price of $108.74, Ipsen Advisor Group LLC's estimated gain on his FIW holdings is $17,545.56, reflecting a 1.47% gain to date.
Ipsen Advisor Group LLC FIW ($108.74) Holding Chart
Ipsen Advisor Group LLC FIW ($108.74) 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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