Number of Shares
45,555.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
1.27%
Total Estimate Gain
$372,230.85
% of Total Estimate Gain
10.52%

Elmwood Wealth Management, Inc.'s First Trust RBA American Industrial Renaissance ET Holding Summary

As of 2025-03-31, Elmwood Wealth Management, Inc. held 45,555.00 shares of First Trust RBA American Industrial Renaissance ET(AIRR), totaling $3.11 Mil. This investment constitutes 1.27% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0.1% of the outstanding First Trust RBA American Industrial Renaissance ET(AIRR) stock.

The initial trade took place in 2024Q4. And since then Elmwood Wealth Management, Inc. has made 2 purchases of AIRR, at an average price of $77.64, for a total of 45,555.00 shares. Based on historical transaction data and AIRR's current price of $85.81, Elmwood Wealth Management, Inc.'s estimated gain on his AIRR holdings is $372,230.85, reflecting a 10.52% gain to date.

Elmwood Wealth Management, Inc. AIRR ($85.81) Holding Chart

Elmwood Wealth Management, Inc. AIRR ($85.81) 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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