Number of Shares
6,786.00
Current Holdings Value*
$195,790.00
% of Portfolio
0.75%
Total Estimate Gain
$10,970.93
% of Total Estimate Gain
5.72%

Peterson Financial Group, Inc.'s Adaptive Alpha Opportunities ETF Holding Summary

As of 2024-09-30, Peterson Financial Group, Inc. held 6,786.00 shares of Adaptive Alpha Opportunities ETF(AGOX), totaling $195,790.00. This investment constitutes 0.75% of their stock portfolio, and Peterson Financial Group, Inc. now holds 0.06% of the outstanding Adaptive Alpha Opportunities ETF(AGOX) stock.

The initial trade took place in 2024Q3. And since then Peterson Financial Group, Inc. has made 1 purchases of AGOX, at an average price of $28.25, for a total of 6,786.00 shares. Based on historical transaction data and AGOX's current price of $29.87, Peterson Financial Group, Inc.'s estimated gain on his AGOX holdings is $10,970.93, reflecting a 5.72% gain to date.

Peterson Financial Group, Inc. AGOX ($29.87) Holding Chart

Peterson Financial Group, Inc. AGOX ($29.87) 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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