Number of Shares
147,522.00
Current Holdings Value*
$5.37 Mil
% of Portfolio
2.44%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
24.02%

AAFMAA Wealth Management & Trust LLC's GLOBAL X FDS Holding Summary

As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 147,522.00 shares of GLOBAL X FDS(AIQ), totaling $5.37 Mil. This investment constitutes 2.44% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0.19% of the outstanding GLOBAL X FDS(AIQ) stock.

The initial trade took place in 2024Q2. And since then AAFMAA Wealth Management & Trust LLC has made 3 purchases of AIQ, at an average price of $34.75, for a total of 174,310.00 shares. In addition, there have been 1 sales at an average price of $39.39 for 26,788.00 shares. Based on historical transaction data and AIQ's current price of $43.77, AAFMAA Wealth Management & Trust LLC's estimated gain on his AIQ holdings is $1.46 Mil, reflecting a 24.02% gain to date.

AAFMAA Wealth Management & Trust LLC AIQ ($43.77) Holding Chart

AAFMAA Wealth Management & Trust LLC AIQ ($43.77) 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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