Naviter Wealth, LLC FSIG Holdings History
Naviter Wealth, LLC's First Trust Limited Duration Investment Grade Corporate ETF Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 312,345.00 shares of First Trust Limited Duration Investment Grade Corporate ETF(FSIG), totaling $5.94 Mil. This investment constitutes 0.72% of their stock portfolio, and Naviter Wealth, LLC now holds 0.48% of the outstanding First Trust Limited Duration Investment Grade Corporate ETF(FSIG) stock.
The initial trade took place in 2025Q1. And since then Naviter Wealth, LLC has made 1 purchases of FSIG, at an average price of $18.92, for a total of 312,345.00 shares. Based on historical transaction data and FSIG's current price of $19.09, Naviter Wealth, LLC's estimated gain on his FSIG holdings is $53,098.65, reflecting a 0.90% gain to date.
Naviter Wealth, LLC FSIG ($19.09) Holding Chart
Naviter Wealth, LLC FSIG ($19.09) 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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