Number of Shares
23,225.00
Current Holdings Value*
$1.52 Mil
% of Portfolio
1.16%
Total Estimate Gain
$683,412.98
% of Total Estimate Gain
23.53%

American Institute for Advanced Investment Management, LLP's First Trust NASDAQ Clean Edge Smart Grid Infrastru Holding Summary

As of 2025-03-31, American Institute for Advanced Investment Managem held 23,225.00 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID), totaling $1.52 Mil. This investment constitutes 1.16% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0.13% of the outstanding First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID) stock.

The initial trade took place in 2021Q3. And since then American Institute for Advanced Investment Management, LLP has made 8 purchases of GRID, at an average price of $107.27, for a total of 27,081.00 shares. In addition, there have been 7 sales at an average price of $98.22 for 3,856.00 shares. Based on historical transaction data and GRID's current price of $138.20, American Institute for Advanced Investment Management, LLP's estimated gain on his GRID holdings is $683,412.98, reflecting a 23.53% gain to date.

American Institute for Advanced Investment Management, LLP GRID ($138.20) Holding Chart

American Institute for Advanced Investment Management, LLP GRID ($138.20) 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 %

Top Ranked Articles

  • 1