Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$33,162.60
% of Total Estimate Gain
0.40%

WealthPlan Investment Management, LLC's FT Vest U.S. Equity Buffer ETF - November Holding Summary

As of 2025-03-31, WealthPlan Investment Management, LLC held - shares of FT Vest U.S. Equity Buffer ETF - November(FNOV), totaling N/A. This investment constitutes 0% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0% of the outstanding FT Vest U.S. Equity Buffer ETF - November(FNOV) stock.

The initial trade took place in 2024Q4. And since then WealthPlan Investment Management, LLC has made 1 purchases of FNOV, at an average price of $47.84, for a total of 174,540.00 shares. In addition, there have been 1 sales at an average price of $48.03 for 174,540.00 shares. Based on historical transaction data and FNOV's current price of $49.78, WealthPlan Investment Management, LLC's estimated gain on his FNOV holdings is $33,162.60, reflecting a 0.40% gain to date.

WealthPlan Investment Management, LLC FNOV ($49.78) Holding Chart

WealthPlan Investment Management, LLC FNOV ($49.78) 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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