UNIONVIEW, LLC FV Holdings History
Number of Shares
93,717.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
4.06%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
25.48%
UNIONVIEW, LLC's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2024-12-31, UNIONVIEW, LLC held 93,717.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $5.53 Mil. This investment constitutes 4.06% of their stock portfolio, and UNIONVIEW, LLC now holds 0.15% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2021Q4. And since then UNIONVIEW, LLC has made 12 purchases of FV, at an average price of $48.05, for a total of 93,717.00 shares. Based on historical transaction data and FV's current price of $60.29, UNIONVIEW, LLC's estimated gain on his FV holdings is $1.15 Mil, reflecting a 25.48% gain to date.
UNIONVIEW, LLC FV ($60.29) Holding Chart
UNIONVIEW, LLC FV ($60.29) 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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