PUFF WEALTH MANAGEMENT, LLC FBT Holdings History
Number of Shares
1,728.00
Current Holdings Value*
$294,010.00
% of Portfolio
0.28%
Total Estimate Gain
$-5,492.76
% of Total Estimate Gain
-0.60%
PUFF WEALTH MANAGEMENT, LLC's First Trust NYSE Arca Biotechnology Index Fund Holding Summary
As of 2025-03-31, PUFF WEALTH MANAGEMENT, LLC held 1,728.00 shares of First Trust NYSE Arca Biotechnology Index Fund(FBT), totaling $294,010.00. This investment constitutes 0.28% of their stock portfolio, and PUFF WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding First Trust NYSE Arca Biotechnology Index Fund(FBT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $173.67 for 3,610.00 shares. Based on historical transaction data and FBT's current price of $161.78, PUFF WEALTH MANAGEMENT, LLC's estimated gain on his FBT holdings is $-5,492.76, reflecting a -0.60% gain to date.
PUFF WEALTH MANAGEMENT, LLC FBT ($161.78) Holding Chart
PUFF WEALTH MANAGEMENT, LLC FBT ($161.78) 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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