Lumature Wealth Partners, LLC CSF Holdings History
Lumature Wealth Partners, LLC's Compass EMP U.S. Discovery 500 Enhanced Volatility Holding Summary
As of 2023-06-30, Lumature Wealth Partners, LLC held 16,991.00 shares of Compass EMP U.S. Discovery 500 Enhanced Volatility(CSF), totaling $883,530.00. This investment constitutes 0.52% of their stock portfolio, and Lumature Wealth Partners, LLC now holds 1.06% of the outstanding Compass EMP U.S. Discovery 500 Enhanced Volatility(CSF) stock.
The initial trade took place in 2022Q2. And since then Lumature Wealth Partners, LLC has made 4 purchases of CSF, at an average price of $55.89, for a total of 40,157.00 shares. In addition, there have been 1 sales at an average price of $51.02 for 23,166.00 shares. Based on historical transaction data and CSF's current price of $51.03, Lumature Wealth Partners, LLC's estimated gain on his CSF holdings is $-195,293.65, reflecting a -8.70% gain to date.
Lumature Wealth Partners, LLC CSF ($51.03) Holding Chart
Lumature Wealth Partners, LLC CSF ($51.03) 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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