SlateStone Wealth, LLC FMHI Holdings History
SlateStone Wealth, LLC's First Trust Municipal High Income ETF Holding Summary
As of 2025-03-31, SlateStone Wealth, LLC held 233,078.00 shares of First Trust Municipal High Income ETF(FMHI), totaling $11.14 Mil. This investment constitutes 1.12% of their stock portfolio, and SlateStone Wealth, LLC now holds 1.45% of the outstanding First Trust Municipal High Income ETF(FMHI) stock.
The initial trade took place in 2023Q1. And since then SlateStone Wealth, LLC has made 7 purchases of FMHI, at an average price of $47.48, for a total of 270,273.00 shares. In addition, there have been 2 sales at an average price of $46.12 for 37,195.00 shares. Based on historical transaction data and FMHI's current price of $45.88, SlateStone Wealth, LLC's estimated gain on his FMHI holdings is $-422,575.04, reflecting a -3.29% gain to date.
SlateStone Wealth, LLC FMHI ($45.88) Holding Chart
SlateStone Wealth, LLC FMHI ($45.88) 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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