Darwin Wealth Management, LLC AFIF Holdings History
Darwin Wealth Management, LLC's Anfield Universal Fixed Income ETF Holding Summary
As of 2024-09-30, Darwin Wealth Management, LLC held 1.57 Mil shares of Anfield Universal Fixed Income ETF(AFIF), totaling $14.43 Mil. This investment constitutes 3.97% of their stock portfolio, and Darwin Wealth Management, LLC now holds 13.38% of the outstanding Anfield Universal Fixed Income ETF(AFIF) stock.
The initial trade took place in 2021Q2. And since then Darwin Wealth Management, LLC has made 1 purchases of AFIF, at an average price of $9.69, for a total of 2.73 Mil shares. In addition, there have been 13 sales at an average price of $9.00 for 1.17 Mil shares. Based on historical transaction data and AFIF's current price of $9.31, Darwin Wealth Management, LLC's estimated gain on his AFIF holdings is $-1.40 Mil, reflecting a -5.30% gain to date.
Darwin Wealth Management, LLC AFIF ($9.31) Holding Chart
Darwin Wealth Management, LLC AFIF ($9.31) 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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