Number of Shares
196,684.00
Current Holdings Value*
$7.12 Mil
% of Portfolio
8.33%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
24.88%

POM Investment Strategies, LLC's First Trust Dow 30 Equal Weight ETF Holding Summary

As of 2025-03-31, POM Investment Strategies, LLC held 196,684.00 shares of First Trust Dow 30 Equal Weight ETF(EDOW), totaling $7.12 Mil. This investment constitutes 8.33% of their stock portfolio, and POM Investment Strategies, LLC now holds 3.25% of the outstanding First Trust Dow 30 Equal Weight ETF(EDOW) stock.

The initial trade took place in 2023Q4. And since then POM Investment Strategies, LLC has made 2 purchases of EDOW, at an average price of $30.41, for a total of 245,159.00 shares. In addition, there have been 2 sales at an average price of $35.56 for 48,475.00 shares. Based on historical transaction data and EDOW's current price of $38.57, POM Investment Strategies, LLC's estimated gain on his EDOW holdings is $1.85 Mil, reflecting a 24.88% gain to date.

POM Investment Strategies, LLC EDOW ($38.57) Holding Chart

POM Investment Strategies, LLC EDOW ($38.57) 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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