ORG Wealth Partners, LLC CFIT Holdings History
Number of Shares
163,646.00
Current Holdings Value*
$4.03 Mil
% of Portfolio
0.97%
Total Estimate Gain
$-26,383.21
% of Total Estimate Gain
-0.65%
ORG Wealth Partners, LLC's Cambria Fixed Income Trend ETF Holding Summary
As of 2025-06-30, ORG Wealth Partners, LLC held 163,646.00 shares of Cambria Fixed Income Trend ETF(CFIT), totaling $4.03 Mil. This investment constitutes 0.97% of their stock portfolio, and ORG Wealth Partners, LLC now holds 20.98% of the outstanding Cambria Fixed Income Trend ETF(CFIT) stock.
The initial trade took place in 2025Q1. And since then ORG Wealth Partners, LLC has made 2 purchases of CFIT, at an average price of $24.87, for a total of 163,646.00 shares. Based on historical transaction data and CFIT's current price of $24.71, ORG Wealth Partners, LLC's estimated gain on his CFIT holdings is $-26,383.21, reflecting a -0.65% gain to date.
ORG Wealth Partners, LLC CFIT ($24.71) Holding Chart
ORG Wealth Partners, LLC CFIT ($24.71) 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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