Number of Shares
6,680.00
Current Holdings Value*
$248,230.00
% of Portfolio
0.21%
Total Estimate Gain
$97,051.60
% of Total Estimate Gain
1.52%

Pitti Group Wealth Management, LLC's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July Holding Summary

As of 2025-06-30, Pitti Group Wealth Management, LLC held 6,680.00 shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July(XJUL), totaling $248,230.00. This investment constitutes 0.21% of their stock portfolio, and Pitti Group Wealth Management, LLC now holds 0.7% of the outstanding FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July(XJUL) stock.

The initial trade took place in 2024Q4. And since then Pitti Group Wealth Management, LLC has made 2 purchases of XJUL, at an average price of $35.31, for a total of 181,328.00 shares. In addition, there have been 1 sales at an average price of $35.78 for 174,648.00 shares. Based on historical transaction data and XJUL's current price of $37.45, Pitti Group Wealth Management, LLC's estimated gain on his XJUL holdings is $97,051.60, reflecting a 1.52% gain to date.

Pitti Group Wealth Management, LLC XJUL ($37.45) Holding Chart

Pitti Group Wealth Management, LLC XJUL ($37.45) 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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