LFS ASSET MANAGEMENT RISR Holdings History

Number of Shares
131,435.00
Current Holdings Value*
$4.15 Mil
% of Portfolio
4.18%
Total Estimate Gain
$607,857.58
% of Total Estimate Gain
14.30%

LFS ASSET MANAGEMENT's FolioBeyond Alternative Income and Interest Rate Hedge ETF Holding Summary

As of 2022-09-30, LFS ASSET MANAGEMENT held 131,435.00 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF(RISR), totaling $4.15 Mil. This investment constitutes 4.18% of their stock portfolio, and LFS ASSET MANAGEMENT now holds 4.87% of the outstanding FolioBeyond Alternative Income and Interest Rate Hedge ETF(RISR) stock.

The initial trade took place in 2022Q2. And since then LFS ASSET MANAGEMENT has made 1 purchases of RISR, at an average price of $32.34, for a total of 131,435.00 shares. Based on historical transaction data and RISR's current price of $36.96, LFS ASSET MANAGEMENT's estimated gain on his RISR holdings is $607,857.58, reflecting a 14.30% gain to date.

LFS ASSET MANAGEMENT RISR ($36.96) Holding Chart

LFS ASSET MANAGEMENT RISR ($36.96) 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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