Marshall Financial Group, LLC LGOV Holdings History
Marshall Financial Group, LLC's First Trust Long Duration Opportunities ETF Holding Summary
As of 2025-06-30, Marshall Financial Group, LLC held 680,894.00 shares of First Trust Long Duration Opportunities ETF(LGOV), totaling $14.38 Mil. This investment constitutes 2.82% of their stock portfolio, and Marshall Financial Group, LLC now holds 2.07% of the outstanding First Trust Long Duration Opportunities ETF(LGOV) stock.
The initial trade took place in 2022Q4. And since then Marshall Financial Group, LLC has made 8 purchases of LGOV, at an average price of $21.86, for a total of 700,583.00 shares. In addition, there have been 3 sales at an average price of $21.58 for 19,689.00 shares. Based on historical transaction data and LGOV's current price of $21.20, Marshall Financial Group, LLC's estimated gain on his LGOV holdings is $-454,975.32, reflecting a -2.97% gain to date.
Marshall Financial Group, LLC LGOV ($21.20) Holding Chart
Marshall Financial Group, LLC LGOV ($21.20) 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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