Lionshead Wealth Management, LLC YSEP Holdings History
Lionshead Wealth Management, LLC's FT Vest International Equity Moderate Buffer ETF -September Holding Summary
As of 2025-03-31, Lionshead Wealth Management, LLC held 98,324.00 shares of FT Vest International Equity Moderate Buffer ETF -September(YSEP), totaling $2.23 Mil. This investment constitutes 2.32% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 2.18% of the outstanding FT Vest International Equity Moderate Buffer ETF -September(YSEP) stock.
The initial trade took place in 2025Q1. And since then Lionshead Wealth Management, LLC has made 1 purchases of YSEP, at an average price of $22.53, for a total of 98,324.00 shares. Based on historical transaction data and YSEP's current price of $24.76, Lionshead Wealth Management, LLC's estimated gain on his YSEP holdings is $218,829.89, reflecting a 9.88% gain to date.
Lionshead Wealth Management, LLC YSEP ($24.76) Holding Chart
Lionshead Wealth Management, LLC YSEP ($24.76) 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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