Number of Shares
18,784.00
Current Holdings Value*
$1.28 Mil
% of Portfolio
0.47%
Total Estimate Gain
$160,160.39
% of Total Estimate Gain
11.11%

Concentrum Wealth Management's First Trust RBA American Industrial Renaissance ET Holding Summary

As of 2025-03-31, Concentrum Wealth Management held 18,784.00 shares of First Trust RBA American Industrial Renaissance ET(AIRR), totaling $1.28 Mil. This investment constitutes 0.47% of their stock portfolio, and Concentrum Wealth Management now holds 0.04% of the outstanding First Trust RBA American Industrial Renaissance ET(AIRR) stock.

The initial trade took place in 2024Q4. And since then Concentrum Wealth Management has made 2 purchases of AIRR, at an average price of $76.71, for a total of 18,784.00 shares. Based on historical transaction data and AIRR's current price of $85.24, Concentrum Wealth Management's estimated gain on his AIRR holdings is $160,160.39, reflecting a 11.11% gain to date.

Concentrum Wealth Management AIRR ($85.24) Holding Chart

Concentrum Wealth Management AIRR ($85.24) 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