Number of Shares
177,835.00
Current Holdings Value*
$12.13 Mil
% of Portfolio
9.18%
Total Estimate Gain
$4.16 Mil
% of Total Estimate Gain
37.47%

SAGE PRIVATE WEALTH GROUP, LLC's First Trust RBA American Industrial Renaissance ET Holding Summary

As of 2025-03-31, SAGE PRIVATE WEALTH GROUP, LLC held 177,835.00 shares of First Trust RBA American Industrial Renaissance ET(AIRR), totaling $12.13 Mil. This investment constitutes 9.18% of their stock portfolio, and SAGE PRIVATE WEALTH GROUP, LLC now holds 0.39% of the outstanding First Trust RBA American Industrial Renaissance ET(AIRR) stock.

The initial trade took place in 2023Q3. And since then SAGE PRIVATE WEALTH GROUP, LLC has made 6 purchases of AIRR, at an average price of $61.38, for a total of 180,670.00 shares. In addition, there have been 1 sales at an average price of $51.57 for 2,835.00 shares. Based on historical transaction data and AIRR's current price of $84.90, SAGE PRIVATE WEALTH GROUP, LLC's estimated gain on his AIRR holdings is $4.16 Mil, reflecting a 37.47% gain to date.

SAGE PRIVATE WEALTH GROUP, LLC AIRR ($84.90) Holding Chart

SAGE PRIVATE WEALTH GROUP, LLC AIRR ($84.90) 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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