Number of Shares
527,748.00
Current Holdings Value*
$12.59 Mil
% of Portfolio
2.88%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
5.54%

ALM First Financial Advisors, LLC's VanEck J.P. Morgan EM Local Currency Bond ETF Holding Summary

As of 2025-03-31, ALM First Financial Advisors, LLC held 527,748.00 shares of VanEck J.P. Morgan EM Local Currency Bond ETF(EMLC), totaling $12.59 Mil. This investment constitutes 2.88% of their stock portfolio, and ALM First Financial Advisors, LLC now holds 0.46% of the outstanding VanEck J.P. Morgan EM Local Currency Bond ETF(EMLC) stock.

The initial trade took place in 2022Q4. And since then ALM First Financial Advisors, LLC has made 3 purchases of EMLC, at an average price of $23.39, for a total of 912,748.00 shares. In addition, there have been 1 sales at an average price of $24.10 for 385,000.00 shares. Based on historical transaction data and EMLC's current price of $25.11, ALM First Financial Advisors, LLC's estimated gain on his EMLC holdings is $1.18 Mil, reflecting a 5.54% gain to date.

ALM First Financial Advisors, LLC EMLC ($25.11) Holding Chart

ALM First Financial Advisors, LLC EMLC ($25.11) 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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