Heritage Wealth Management, Inc. AIRR Holdings History
Heritage Wealth Management, Inc.'s First Trust RBA American Industrial Renaissance ET Holding Summary
As of 2025-03-31, Heritage Wealth Management, Inc. held 12,445.00 shares of First Trust RBA American Industrial Renaissance ET(AIRR), totaling $848,870.00. This investment constitutes 0.29% of their stock portfolio, and Heritage Wealth Management, Inc. now holds 0.03% of the outstanding First Trust RBA American Industrial Renaissance ET(AIRR) stock.
The initial trade took place in 2024Q4. And since then Heritage Wealth Management, Inc. has made 2 purchases of AIRR, at an average price of $76.92, for a total of 12,445.00 shares. Based on historical transaction data and AIRR's current price of $85.81, Heritage Wealth Management, Inc.'s estimated gain on his AIRR holdings is $110,646.50, reflecting a 11.56% gain to date.
Heritage Wealth Management, Inc. AIRR ($85.81) Holding Chart
Heritage 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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