Comprehensive Wealth Management, LLC AIRR Holdings History
Comprehensive Wealth Management, LLC's First Trust RBA American Industrial Renaissance ET Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 23,291.00 shares of First Trust RBA American Industrial Renaissance ET(AIRR), totaling $1.59 Mil. This investment constitutes 1.11% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 0.05% of the outstanding First Trust RBA American Industrial Renaissance ET(AIRR) stock.
The initial trade took place in 2025Q1. And since then Comprehensive Wealth Management, LLC has made 1 purchases of AIRR, at an average price of $75.23, for a total of 23,291.00 shares. Based on historical transaction data and AIRR's current price of $83.43, Comprehensive Wealth Management, LLC's estimated gain on his AIRR holdings is $190,897.69, reflecting a 10.89% gain to date.
Comprehensive Wealth Management, LLC AIRR ($83.43) Holding Chart
Comprehensive Wealth Management, LLC AIRR ($83.43) 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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