Virtus Wealth Solutions LLC DVLU Holdings History
Virtus Wealth Solutions LLC's First Trust Dorsey Wright Momentum & Value ETF Holding Summary
As of 2025-03-31, Virtus Wealth Solutions LLC held 323,456.00 shares of First Trust Dorsey Wright Momentum & Value ETF(DVLU), totaling $9.20 Mil. This investment constitutes 2.79% of their stock portfolio, and Virtus Wealth Solutions LLC now holds 32.35% of the outstanding First Trust Dorsey Wright Momentum & Value ETF(DVLU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $29.66 for 2,709.00 shares. Based on historical transaction data and DVLU's current price of $30.19, Virtus Wealth Solutions LLC's estimated gain on his DVLU holdings is $-294,984.27, reflecting a -2.91% gain to date.
Virtus Wealth Solutions LLC DVLU ($30.19) Holding Chart
Virtus Wealth Solutions LLC DVLU ($30.19) 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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