Number of Shares
47,016.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
1.72%
Total Estimate Gain
$-151,479.46
% of Total Estimate Gain
-2.07%

Lumature Wealth Partners, LLC's VictoryShares US 500 Enhanced Volatility Wtd ETF Holding Summary

As of 2023-06-30, Lumature Wealth Partners, LLC held 47,016.00 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF(CFO), totaling $2.90 Mil. This investment constitutes 1.72% of their stock portfolio, and Lumature Wealth Partners, LLC now holds 0.39% of the outstanding VictoryShares US 500 Enhanced Volatility Wtd ETF(CFO) stock.

The initial trade took place in 2022Q2. And since then Lumature Wealth Partners, LLC has made 4 purchases of CFO, at an average price of $67.41, for a total of 108,600.00 shares. In addition, there have been 1 sales at an average price of $61.21 for 61,584.00 shares. Based on historical transaction data and CFO's current price of $72.32, Lumature Wealth Partners, LLC's estimated gain on his CFO holdings is $-151,479.46, reflecting a -2.07% gain to date.

Lumature Wealth Partners, LLC CFO ($72.32) Holding Chart

Lumature Wealth Partners, LLC CFO ($72.32) 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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