Quantum Private Wealth, LLC FWD Holdings History
Number of Shares
78,803.00
Current Holdings Value*
$5.55 Mil
% of Portfolio
2.1%
Total Estimate Gain
$2.44 Mil
% of Total Estimate Gain
51.07%
Quantum Private Wealth, LLC's AB Disruptors ETF Holding Summary
As of 2025-03-31, Quantum Private Wealth, LLC held 78,803.00 shares of AB Disruptors ETF(FWD), totaling $5.55 Mil. This investment constitutes 2.1% of their stock portfolio, and Quantum Private Wealth, LLC now holds 0.94% of the outstanding AB Disruptors ETF(FWD) stock.
The initial trade took place in 2023Q1. And since then Quantum Private Wealth, LLC has made 9 purchases of FWD, at an average price of $60.67, for a total of 78,803.00 shares. Based on historical transaction data and FWD's current price of $91.66, Quantum Private Wealth, LLC's estimated gain on his FWD holdings is $2.44 Mil, reflecting a 51.07% gain to date.
Quantum Private Wealth, LLC FWD ($91.66) Holding Chart
Quantum Private Wealth, LLC FWD ($91.66) 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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