Number of Shares
57,700.00
Current Holdings Value*
$3.02 Mil
% of Portfolio
1.33%
Total Estimate Gain
$122,324.00
% of Total Estimate Gain
3.83%

Lumbard & Kellner, LLC's First Trust NASDAQ ABA Community Bank Index Fund Holding Summary

As of 2025-03-31, Lumbard & Kellner, LLC held 57,700.00 shares of First Trust NASDAQ ABA Community Bank Index Fund(QABA), totaling $3.02 Mil. This investment constitutes 1.33% of their stock portfolio, and Lumbard & Kellner, LLC now holds 2.81% of the outstanding First Trust NASDAQ ABA Community Bank Index Fund(QABA) stock.

The initial trade took place in 2025Q1. And since then Lumbard & Kellner, LLC has made 1 purchases of QABA, at an average price of $55.30, for a total of 57,700.00 shares. Based on historical transaction data and QABA's current price of $57.42, Lumbard & Kellner, LLC's estimated gain on his QABA holdings is $122,324.00, reflecting a 3.83% gain to date.

Lumbard & Kellner, LLC QABA ($57.42) Holding Chart

Lumbard & Kellner, LLC QABA ($57.42) 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 %

Top Ranked Articles

  • 1