STONEHAVEN WEALTH & TAX SOLUTIONS, LLC FTCS Holdings History
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's First Trust Capital Strength ETF Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 45,320.00 shares of First Trust Capital Strength ETF(FTCS), totaling $4.06 Mil. This investment constitutes 4.29% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.05% of the outstanding First Trust Capital Strength ETF(FTCS) stock.
The initial trade took place in 2024Q4. And since then STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of FTCS, at an average price of $90.50, for a total of 45,320.00 shares. Based on historical transaction data and FTCS's current price of $91.54, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his FTCS holdings is $46,983.52, reflecting a 1.15% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC FTCS ($91.54) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC FTCS ($91.54) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
