LAKE STREET PRIVATE WEALTH, LLC FTSM Holdings History
LAKE STREET PRIVATE WEALTH, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 190,091.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $11.38 Mil. This investment constitutes 1.85% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0.18% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2019Q3. And since then LAKE STREET PRIVATE WEALTH, LLC has made 13 purchases of FTSM, at an average price of $59.54, for a total of 332,064.00 shares. In addition, there have been 10 sales at an average price of $59.73 for 141,973.00 shares. Based on historical transaction data and FTSM's current price of $59.99, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his FTSM holdings is $113,629.78, reflecting a 0.57% gain to date.
LAKE STREET PRIVATE WEALTH, LLC FTSM ($59.99) Holding Chart
LAKE STREET PRIVATE WEALTH, LLC FTSM ($59.99) 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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