SMART Wealth LLC FIAX Holdings History
SMART Wealth LLC's Nicholas Fixed Income Alternative ETF Holding Summary
As of 2025-03-31, SMART Wealth LLC held 404,346.00 shares of Nicholas Fixed Income Alternative ETF(FIAX), totaling $7.46 Mil. This investment constitutes 2.67% of their stock portfolio, and SMART Wealth LLC now holds 4.67% of the outstanding Nicholas Fixed Income Alternative ETF(FIAX) stock.
The initial trade took place in 2022Q4. And since then SMART Wealth LLC has made 3 purchases of FIAX, at an average price of $19.82, for a total of 658,838.00 shares. In addition, there have been 1 sales at an average price of $19.70 for 254,492.00 shares. Based on historical transaction data and FIAX's current price of $18.15, SMART Wealth LLC's estimated gain on his FIAX holdings is $-704,671.49, reflecting a -5.40% gain to date.
SMART Wealth LLC FIAX ($18.15) Holding Chart
SMART Wealth LLC FIAX ($18.15) 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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