Number of Shares
11,220.00
Current Holdings Value*
$337,740.00
% of Portfolio
0.35%
Total Estimate Gain
$106,309.10
% of Total Estimate Gain
2.62%

Lionshead Wealth Management, LLC's FT Vest International Equity Moderate Buffer ETF - March Holding Summary

As of 2025-03-31, Lionshead Wealth Management, LLC held 11,220.00 shares of FT Vest International Equity Moderate Buffer ETF - March(YMAR), totaling $337,740.00. This investment constitutes 0.35% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.22% of the outstanding FT Vest International Equity Moderate Buffer ETF - March(YMAR) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $23.65 for 143,988.00 shares. Based on historical transaction data and YMAR's current price of $25.55, Lionshead Wealth Management, LLC's estimated gain on his YMAR holdings is $106,309.10, reflecting a 2.62% gain to date.

Lionshead Wealth Management, LLC YMAR ($25.55) Holding Chart

Lionshead Wealth Management, LLC YMAR ($25.55) 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