Embree Financial Group FWD Holdings History
Number of Shares
37,402.00
Current Holdings Value*
$2.63 Mil
% of Portfolio
0.44%
Total Estimate Gain
$335,505.76
% of Total Estimate Gain
11.15%
Embree Financial Group's AB Disruptors ETF Holding Summary
As of 2025-03-31, Embree Financial Group held 37,402.00 shares of AB Disruptors ETF(FWD), totaling $2.63 Mil. This investment constitutes 0.44% of their stock portfolio, and Embree Financial Group now holds 0.47% of the outstanding AB Disruptors ETF(FWD) stock.
The initial trade took place in 2024Q4. And since then Embree Financial Group has made 2 purchases of FWD, at an average price of $80.45, for a total of 37,402.00 shares. Based on historical transaction data and FWD's current price of $89.42, Embree Financial Group's estimated gain on his FWD holdings is $335,505.76, reflecting a 11.15% gain to date.
Embree Financial Group FWD ($89.42) Holding Chart
Embree Financial Group FWD ($89.42) 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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