WILLNER & HELLER, LLC FTSM Holdings History
WILLNER & HELLER, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, WILLNER & HELLER, LLC held 19,225.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $1.15 Mil. This investment constitutes 1.06% of their stock portfolio, and WILLNER & HELLER, LLC now holds 0.02% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2023Q4. And since then WILLNER & HELLER, LLC has made 4 purchases of FTSM, at an average price of $59.70, for a total of 23,112.00 shares. In addition, there have been 2 sales at an average price of $59.90 for 3,887.00 shares. Based on historical transaction data and FTSM's current price of $59.91, WILLNER & HELLER, LLC's estimated gain on his FTSM holdings is $4,886.95, reflecting a 0.35% gain to date.
WILLNER & HELLER, LLC FTSM ($59.91) Holding Chart
WILLNER & HELLER, LLC FTSM ($59.91) 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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