Plotkin Financial Advisors, LLC FAD Holdings History
Plotkin Financial Advisors, LLC's FIRST TR MULTI C.G Holding Summary
As of 2025-03-31, Plotkin Financial Advisors, LLC held 46,149.00 shares of FIRST TR MULTI C.G(FAD), totaling $5.97 Mil. This investment constitutes 3.67% of their stock portfolio, and Plotkin Financial Advisors, LLC now holds 2.43% of the outstanding FIRST TR MULTI C.G(FAD) stock.
The initial trade took place in 2019Q4. And since then Plotkin Financial Advisors, LLC has made 4 purchases of FAD, at an average price of $79.01, for a total of 119,895.00 shares. In addition, there have been 15 sales at an average price of $88.10 for 73,746.00 shares. Based on historical transaction data and FAD's current price of $147.97, Plotkin Financial Advisors, LLC's estimated gain on his FAD holdings is $3.85 Mil, reflecting a 40.67% gain to date.
Plotkin Financial Advisors, LLC FAD ($147.97) Holding Chart
Plotkin Financial Advisors, LLC FAD ($147.97) 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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