SHELTON WEALTH MANAGEMENT, LLC FTGC Holdings History
SHELTON WEALTH MANAGEMENT, LLC's FIRST TR EXCH VII Holding Summary
As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 16,087.00 shares of FIRST TR EXCH VII(FTGC), totaling $396,870.00. This investment constitutes 0.19% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding FIRST TR EXCH VII(FTGC) stock.
The initial trade took place in 2021Q4. And since then SHELTON WEALTH MANAGEMENT, LLC has made 6 purchases of FTGC, at an average price of $23.24, for a total of 455,593.00 shares. In addition, there have been 8 sales at an average price of $24.84 for 439,506.00 shares. Based on historical transaction data and FTGC's current price of $25.52, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his FTGC holdings is $741,561.07, reflecting a 7.00% gain to date.
SHELTON WEALTH MANAGEMENT, LLC FTGC ($25.52) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC FTGC ($25.52) 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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