Number of Shares
187,444.00
Current Holdings Value*
$12.34 Mil
% of Portfolio
1.22%
Total Estimate Gain
$2.44 Mil
% of Total Estimate Gain
19.13%

Laurel Wealth Advisors, Inc.'s FIRST TR L CAP VAL Holding Summary

As of 2022-12-31, Laurel Wealth Advisors, Inc. held 187,444.00 shares of FIRST TR L CAP VAL(FTA), totaling $12.34 Mil. This investment constitutes 1.22% of their stock portfolio, and Laurel Wealth Advisors, Inc. now holds 1.02% of the outstanding FIRST TR L CAP VAL(FTA) stock.

The initial trade took place in 2021Q4. And since then Laurel Wealth Advisors, Inc. has made 3 purchases of FTA, at an average price of $67.75, for a total of 188,227.00 shares. In addition, there have been 2 sales at an average price of $65.55 for 783.00 shares. Based on historical transaction data and FTA's current price of $80.77, Laurel Wealth Advisors, Inc.'s estimated gain on his FTA holdings is $2.44 Mil, reflecting a 19.13% gain to date.

Laurel Wealth Advisors, Inc. FTA ($80.77) Holding Chart

Laurel Wealth Advisors, Inc. FTA ($80.77) 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 %

Top Ranked Articles

  • 1