EWG Elevate Inc. LMBS Holdings History

Number of Shares
204,022.00
Current Holdings Value*
$10.03 Mil
% of Portfolio
3.8%
Total Estimate Gain
$272,650.51
% of Total Estimate Gain
1.58%

EWG Elevate Inc.'s First Trust Low Duration Mortgage Opportunities ET Holding Summary

As of 2025-03-31, EWG Elevate Inc. held 204,022.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $10.03 Mil. This investment constitutes 3.8% of their stock portfolio, and EWG Elevate Inc. now holds 0.2% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.

The initial trade took place in 2022Q1. And since then EWG Elevate Inc. has made 11 purchases of LMBS, at an average price of $48.26, for a total of 358,401.00 shares. In addition, there have been 2 sales at an average price of $48.84 for 154,379.00 shares. Based on historical transaction data and LMBS's current price of $49.16, EWG Elevate Inc.'s estimated gain on his LMBS holdings is $272,650.51, reflecting a 1.58% gain to date.

EWG Elevate Inc. LMBS ($49.16) Holding Chart

EWG Elevate Inc. LMBS ($49.16) 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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