Shira Ridge Wealth Management YLDE Holdings History
Shira Ridge Wealth Management's Franklin ClearBridge Enhanced Income ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 178,730.00 shares of Franklin ClearBridge Enhanced Income ETF(YLDE), totaling $9.40 Mil. This investment constitutes 4.3% of their stock portfolio, and Shira Ridge Wealth Management now holds 8.72% of the outstanding Franklin ClearBridge Enhanced Income ETF(YLDE) stock.
The initial trade took place in 2023Q3. And since then Shira Ridge Wealth Management has made 4 purchases of YLDE, at an average price of $45.37, for a total of 189,381.00 shares. In addition, there have been 3 sales at an average price of $51.08 for 10,651.00 shares. Based on historical transaction data and YLDE's current price of $52.87, Shira Ridge Wealth Management's estimated gain on his YLDE holdings is $1.40 Mil, reflecting a 16.30% gain to date.
Shira Ridge Wealth Management YLDE ($52.87) Holding Chart
Shira Ridge Wealth Management YLDE ($52.87) 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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