Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$573,918.30
% of Total Estimate Gain
13.25%

Secure Asset Management, LLC's FIRST TR L CAP VAL Holding Summary

As of 2025-06-30, Secure Asset Management, LLC held - shares of FIRST TR L CAP VAL(FTA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Secure Asset Management, LLC now holds 0% of the outstanding FIRST TR L CAP VAL(FTA) stock.

The initial trade took place in 2022Q4. And since then Secure Asset Management, LLC has made 5 purchases of FTA, at an average price of $65.12, for a total of 66,513.00 shares. In addition, there have been 6 sales at an average price of $73.75 for 66,513.00 shares. Based on historical transaction data and FTA's current price of $79.40, Secure Asset Management, LLC's estimated gain on his FTA holdings is $573,918.30, reflecting a 13.25% gain to date.

Secure Asset Management, LLC FTA ($79.40) Holding Chart

Secure Asset Management, LLC FTA ($79.40) 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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