Worth Financial Advisory Group, LLC FMB Holdings History
Worth Financial Advisory Group, LLC's First Trust Managed Municipal ETF Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held - shares of First Trust Managed Municipal ETF(FMB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding First Trust Managed Municipal ETF(FMB) stock.
The initial trade took place in 2022Q4. And since then Worth Financial Advisory Group, LLC has made 2 purchases of FMB, at an average price of $49.81, for a total of 23,268.00 shares. In addition, there have been 8 sales at an average price of $49.92 for 23,268.00 shares. Based on historical transaction data and FMB's current price of $49.40, Worth Financial Advisory Group, LLC's estimated gain on his FMB holdings is $2,434.90, reflecting a 0.21% gain to date.
Worth Financial Advisory Group, LLC FMB ($49.40) Holding Chart
Worth Financial Advisory Group, LLC FMB ($49.40) 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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