Solano Wealth Management, Inc. FIXD Holdings History
Solano Wealth Management, Inc.'s First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2024-06-30, Solano Wealth Management, Inc. held 268,632.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $11.56 Mil. This investment constitutes 6.33% of their stock portfolio, and Solano Wealth Management, Inc. now holds -% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2023Q1. And since then Solano Wealth Management, Inc. has made 4 purchases of FIXD, at an average price of $44.10, for a total of 269,790.00 shares. In addition, there have been 1 sales at an average price of $42.59 for 1,158.00 shares. Based on historical transaction data and FIXD's current price of $43.53, Solano Wealth Management, Inc.'s estimated gain on his FIXD holdings is $-154,970.82, reflecting a -1.30% gain to date.
Solano Wealth Management, Inc. FIXD ($43.53) Holding Chart
Solano Wealth Management, Inc. FIXD ($43.53) 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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