Adams Wealth Management EUAD Holdings History
Number of Shares
473,001.00
Current Holdings Value*
$15.86 Mil
% of Portfolio
3.11%
Total Estimate Gain
$6.74 Mil
% of Total Estimate Gain
48.42%
Adams Wealth Management's Select STOXX Europe Aerospace & Defense ETF Holding Summary
As of 2025-03-31, Adams Wealth Management held 473,001.00 shares of Select STOXX Europe Aerospace & Defense ETF(EUAD), totaling $15.86 Mil. This investment constitutes 3.11% of their stock portfolio, and Adams Wealth Management now holds 2.66% of the outstanding Select STOXX Europe Aerospace & Defense ETF(EUAD) stock.
The initial trade took place in 2025Q1. And since then Adams Wealth Management has made 1 purchases of EUAD, at an average price of $29.43, for a total of 473,001.00 shares. Based on historical transaction data and EUAD's current price of $43.68, Adams Wealth Management's estimated gain on his EUAD holdings is $6.74 Mil, reflecting a 48.42% gain to date.
Adams Wealth Management EUAD ($43.68) Holding Chart
Adams Wealth Management EUAD ($43.68) 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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