StoneCrest Wealth Management, Inc. FWD Holdings History
Number of Shares
46,822.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
2%
Total Estimate Gain
$671,895.70
% of Total Estimate Gain
18.56%
StoneCrest Wealth Management, Inc.'s AB Disruptors ETF Holding Summary
As of 2025-06-30, StoneCrest Wealth Management, Inc. held 46,822.00 shares of AB Disruptors ETF(FWD), totaling $4.20 Mil. This investment constitutes 2% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.53% of the outstanding AB Disruptors ETF(FWD) stock.
The initial trade took place in 2025Q2. And since then StoneCrest Wealth Management, Inc. has made 1 purchases of FWD, at an average price of $77.31, for a total of 46,822.00 shares. Based on historical transaction data and FWD's current price of $91.66, StoneCrest Wealth Management, Inc.'s estimated gain on his FWD holdings is $671,895.70, reflecting a 18.56% gain to date.
StoneCrest Wealth Management, Inc. FWD ($91.66) Holding Chart
StoneCrest Wealth Management, Inc. FWD ($91.66) 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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