Number of Shares
66,307.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
2.95%
Total Estimate Gain
$666,385.35
% of Total Estimate Gain
13.36%

Symphony Financial Services, Inc.'s First Trust RBA American Industrial Renaissance ET Holding Summary

As of 2025-03-31, Symphony Financial Services, Inc. held 66,307.00 shares of First Trust RBA American Industrial Renaissance ET(AIRR), totaling $4.52 Mil. This investment constitutes 2.95% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.15% of the outstanding First Trust RBA American Industrial Renaissance ET(AIRR) stock.

The initial trade took place in 2025Q1. And since then Symphony Financial Services, Inc. has made 1 purchases of AIRR, at an average price of $75.23, for a total of 66,307.00 shares. Based on historical transaction data and AIRR's current price of $85.28, Symphony Financial Services, Inc.'s estimated gain on his AIRR holdings is $666,385.35, reflecting a 13.36% gain to date.

Symphony Financial Services, Inc. AIRR ($85.28) Holding Chart

Symphony Financial Services, Inc. AIRR ($85.28) 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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