Encompass More Asset Management AGOX Holdings History
Encompass More Asset Management's Adaptive Alpha Opportunities ETF Holding Summary
As of 2025-03-31, Encompass More Asset Management held 280,257.00 shares of Adaptive Alpha Opportunities ETF(AGOX), totaling $6.86 Mil. This investment constitutes 2.05% of their stock portfolio, and Encompass More Asset Management now holds 2.48% of the outstanding Adaptive Alpha Opportunities ETF(AGOX) stock.
The initial trade took place in 2023Q4. And since then Encompass More Asset Management has made 5 purchases of AGOX, at an average price of $24.64, for a total of 280,257.00 shares. Based on historical transaction data and AGOX's current price of $29.31, Encompass More Asset Management's estimated gain on his AGOX holdings is $1.31 Mil, reflecting a 18.95% gain to date.
Encompass More Asset Management AGOX ($29.31) Holding Chart
Encompass More Asset Management AGOX ($29.31) 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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