Number of Shares
33,753.00
Current Holdings Value*
$3.03 Mil
% of Portfolio
2.76%
Total Estimate Gain
$303,261.95
% of Total Estimate Gain
10.17%

Perissos Private Wealth Management, LLC's First Trust Capital Strength ETF Holding Summary

As of 2025-03-31, Perissos Private Wealth Management, LLC held 33,753.00 shares of First Trust Capital Strength ETF(FTCS), totaling $3.03 Mil. This investment constitutes 2.76% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0.04% of the outstanding First Trust Capital Strength ETF(FTCS) stock.

The initial trade took place in 2024Q1. In addition, there have been 4 sales at an average price of $88.94 for 2,391.00 shares. Based on historical transaction data and FTCS's current price of $91.05, Perissos Private Wealth Management, LLC's estimated gain on his FTCS holdings is $303,261.95, reflecting a 10.17% gain to date.

Perissos Private Wealth Management, LLC FTCS ($91.05) Holding Chart

Perissos Private Wealth Management, LLC FTCS ($91.05) 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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