Lionshead Wealth Management, LLC YMAR Holdings History
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 % |
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