Number of Shares
81,238.00
Current Holdings Value*
$2.45 Mil
% of Portfolio
2.55%
Total Estimate Gain
$96,145.17
% of Total Estimate Gain
3.84%

Lionshead Wealth Management, LLC's FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF Holding Summary

As of 2025-03-31, Lionshead Wealth Management, LLC held 81,238.00 shares of FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF(DHDG), totaling $2.45 Mil. This investment constitutes 2.55% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 8.74% of the outstanding FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF(DHDG) stock.

The initial trade took place in 2025Q1. And since then Lionshead Wealth Management, LLC has made 1 purchases of DHDG, at an average price of $30.79, for a total of 81,238.00 shares. Based on historical transaction data and DHDG's current price of $31.97, Lionshead Wealth Management, LLC's estimated gain on his DHDG holdings is $96,145.17, reflecting a 3.84% gain to date.

Lionshead Wealth Management, LLC DHDG ($31.97) Holding Chart

Lionshead Wealth Management, LLC DHDG ($31.97) 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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