Smith & Howard Wealth Management, LLC AHLT Holdings History
Smith & Howard Wealth Management, LLC's American Beacon AHL Trend ETF Holding Summary
As of 2025-03-31, Smith & Howard Wealth Management, LLC held 115,502.00 shares of American Beacon AHL Trend ETF(AHLT), totaling $2.71 Mil. This investment constitutes 0.74% of their stock portfolio, and Smith & Howard Wealth Management, LLC now holds 5.63% of the outstanding American Beacon AHL Trend ETF(AHLT) stock.
The initial trade took place in 2024Q1. And since then Smith & Howard Wealth Management, LLC has made 2 purchases of AHLT, at an average price of $23.33, for a total of 142,346.00 shares. In addition, there have been 3 sales at an average price of $23.41 for 26,844.00 shares. Based on historical transaction data and AHLT's current price of $22.20, Smith & Howard Wealth Management, LLC's estimated gain on his AHLT holdings is $-127,829.80, reflecting a -3.85% gain to date.
Smith & Howard Wealth Management, LLC AHLT ($22.20) Holding Chart
Smith & Howard Wealth Management, LLC AHLT ($22.20) 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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