Number of Shares
383,121.00
Current Holdings Value*
$11.06 Mil
% of Portfolio
3.38%
Total Estimate Gain
$376,948.73
% of Total Estimate Gain
3.40%

Atlantic Edge Private Wealth Management, LLC's VanEck Vectors Fallen Angel High Yield Bond ETF Holding Summary

As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 383,121.00 shares of VanEck Vectors Fallen Angel High Yield Bond ETF(ANGL), totaling $11.06 Mil. This investment constitutes 3.38% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0.39% of the outstanding VanEck Vectors Fallen Angel High Yield Bond ETF(ANGL) stock.

The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 4 purchases of ANGL, at an average price of $28.11, for a total of 394,935.00 shares. In addition, there have been 1 sales at an average price of $28.91 for 11,814.00 shares. Based on historical transaction data and ANGL's current price of $29.07, Atlantic Edge Private Wealth Management, LLC's estimated gain on his ANGL holdings is $376,948.73, reflecting a 3.40% gain to date.

Atlantic Edge Private Wealth Management, LLC ANGL ($29.07) Holding Chart

Atlantic Edge Private Wealth Management, LLC ANGL ($29.07) 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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