Number of Shares
151,166.00
Current Holdings Value*
$5.49 Mil
% of Portfolio
1.87%
Total Estimate Gain
$744,491.28
% of Total Estimate Gain
4.44%

Smart Money Group LLC's FolioBeyond Alternative Income and Interest Rate Hedge ETF Holding Summary

As of 2025-03-31, Smart Money Group LLC held 151,166.00 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF(RISR), totaling $5.49 Mil. This investment constitutes 1.87% of their stock portfolio, and Smart Money Group LLC now holds 3.64% of the outstanding FolioBeyond Alternative Income and Interest Rate Hedge ETF(RISR) stock.

The initial trade took place in 2022Q2. And since then Smart Money Group LLC has made 5 purchases of RISR, at an average price of $32.24, for a total of 520,250.00 shares. In addition, there have been 7 sales at an average price of $32.37 for 369,084.00 shares. Based on historical transaction data and RISR's current price of $36.85, Smart Money Group LLC's estimated gain on his RISR holdings is $744,491.28, reflecting a 4.44% gain to date.

Smart Money Group LLC RISR ($36.85) Holding Chart

Smart Money Group LLC RISR ($36.85) 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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