PKS Advisory Services, LLC FEX Holdings History
Number of Shares
36,325.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
0.54%
Total Estimate Gain
$172,185.24
% of Total Estimate Gain
4.46%
PKS Advisory Services, LLC's FIRST TR LARGE CAP Holding Summary
As of 2025-03-31, PKS Advisory Services, LLC held 36,325.00 shares of FIRST TR LARGE CAP(FEX), totaling $1.98 Mil. This investment constitutes 0.54% of their stock portfolio, and PKS Advisory Services, LLC now holds 0.3% of the outstanding FIRST TR LARGE CAP(FEX) stock.
The initial trade took place in 2024Q4. And since then PKS Advisory Services, LLC has made 1 purchases of FEX, at an average price of $106.21, for a total of 36,325.00 shares. Based on historical transaction data and FEX's current price of $110.95, PKS Advisory Services, LLC's estimated gain on his FEX holdings is $172,185.24, reflecting a 4.46% gain to date.
PKS Advisory Services, LLC FEX ($110.95) Holding Chart
PKS Advisory Services, LLC FEX ($110.95) 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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