Lee Financial Co EMLP Holdings History
Lee Financial Co's First Trust North American Energy Infrastructure Fund Holding Summary
As of 2025-03-31, Lee Financial Co held 763,885.00 shares of First Trust North American Energy Infrastructure Fund(EMLP), totaling $28.64 Mil. This investment constitutes 4.37% of their stock portfolio, and Lee Financial Co now holds 0.88% of the outstanding First Trust North American Energy Infrastructure Fund(EMLP) stock.
The initial trade took place in 2020Q1. And since then Lee Financial Co has made 13 purchases of EMLP, at an average price of $24.02, for a total of 918,048.00 shares. In addition, there have been 8 sales at an average price of $27.39 for 154,163.00 shares. Based on historical transaction data and EMLP's current price of $37.13, Lee Financial Co's estimated gain on his EMLP holdings is $10.54 Mil, reflecting a 47.79% gain to date.
Lee Financial Co EMLP ($37.13) Holding Chart
Lee Financial Co EMLP ($37.13) 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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