Wiser Advisor Group LLC FMB Holdings History
Number of Shares
43,186.00
Current Holdings Value*
$2.18 Mil
% of Portfolio
3.22%
Total Estimate Gain
$56,769.31
% of Total Estimate Gain
1.41%
Wiser Advisor Group LLC's First Trust Managed Municipal ETF Holding Summary
As of 2025-03-31, Wiser Advisor Group LLC held 43,186.00 shares of First Trust Managed Municipal ETF(FMB), totaling $2.18 Mil. This investment constitutes 3.22% of their stock portfolio, and Wiser Advisor Group LLC now holds 0.11% of the outstanding First Trust Managed Municipal ETF(FMB) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $51.11 for 37,901.00 shares. Based on historical transaction data and FMB's current price of $49.85, Wiser Advisor Group LLC's estimated gain on his FMB holdings is $56,769.31, reflecting a 1.41% gain to date.
Wiser Advisor Group LLC FMB ($49.85) Holding Chart
Wiser Advisor Group LLC FMB ($49.85) 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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