Number of Shares
236,286.00
Current Holdings Value*
$14.22 Mil
% of Portfolio
3.25%
Total Estimate Gain
$3.29 Mil
% of Total Estimate Gain
12.53%

ALM First Financial Advisors, LLC's Cambria Shareholder Yield ETF Holding Summary

As of 2025-03-31, ALM First Financial Advisors, LLC held 236,286.00 shares of Cambria Shareholder Yield ETF(SYLD), totaling $14.22 Mil. This investment constitutes 3.25% of their stock portfolio, and ALM First Financial Advisors, LLC now holds 1.56% of the outstanding Cambria Shareholder Yield ETF(SYLD) stock.

The initial trade took place in 2022Q4. And since then ALM First Financial Advisors, LLC has made 2 purchases of SYLD, at an average price of $60.13, for a total of 436,286.00 shares. In addition, there have been 1 sales at an average price of $69.86 for 200,000.00 shares. Based on historical transaction data and SYLD's current price of $65.80, ALM First Financial Advisors, LLC's estimated gain on his SYLD holdings is $3.29 Mil, reflecting a 12.53% gain to date.

ALM First Financial Advisors, LLC SYLD ($65.80) Holding Chart

ALM First Financial Advisors, LLC SYLD ($65.80) 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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