EVOLUTIONARY TREE INNOVATORS FUND AFRM Holdings History
Number of Shares
13,605.00
Current Holdings Value*
$872,760.00
% of Portfolio
2.78%
Total Estimate Gain
$166,045.25
% of Total Estimate Gain
23.24%
EVOLUTIONARY TREE INNOVATORS FUND's Affirm Holdings Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 13,605.00 shares of Affirm Holdings Inc(AFRM), totaling $872,760.00. This investment constitutes 2.78% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Affirm Holdings Inc(AFRM) stock.
The initial trade took place in 2024Q4. And since then EVOLUTIONARY TREE INNOVATORS FUND has made 2 purchases of AFRM, at an average price of $52.52, for a total of 13,605.00 shares. Based on historical transaction data and AFRM's current price of $64.72, EVOLUTIONARY TREE INNOVATORS FUND's estimated gain on his AFRM holdings is $166,045.25, reflecting a 23.24% gain to date.
EVOLUTIONARY TREE INNOVATORS FUND AFRM ($64.72) Holding Chart
EVOLUTIONARY TREE INNOVATORS FUND AFRM ($64.72) 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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