Safe Harbor Fiduciary, LLC ADME Holdings History
Safe Harbor Fiduciary, LLC's Aptus Drawdown Managed Equity ETF Holding Summary
As of 2025-03-31, Safe Harbor Fiduciary, LLC held 81,748.00 shares of Aptus Drawdown Managed Equity ETF(ADME), totaling $3.63 Mil. This investment constitutes 3.75% of their stock portfolio, and Safe Harbor Fiduciary, LLC now holds 1.61% of the outstanding Aptus Drawdown Managed Equity ETF(ADME) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $47.00 for 1,146.00 shares. Based on historical transaction data and ADME's current price of $48.58, Safe Harbor Fiduciary, LLC's estimated gain on his ADME holdings is $321,896.78, reflecting a 8.69% gain to date.
Safe Harbor Fiduciary, LLC ADME ($48.58) Holding Chart
Safe Harbor Fiduciary, LLC ADME ($48.58) 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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