Number of Shares
40,023.00
Current Holdings Value*
$1.44 Mil
% of Portfolio
3.48%
Total Estimate Gain
$288,372.52
% of Total Estimate Gain
18.69%

Ulrich Consultants & Investment Group, LLC's Amplify CPW Enhanced Dividend Income ETF Holding Summary

As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 40,023.00 shares of Amplify CPW Enhanced Dividend Income ETF(DIVO), totaling $1.44 Mil. This investment constitutes 3.48% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0.05% of the outstanding Amplify CPW Enhanced Dividend Income ETF(DIVO) stock.

The initial trade took place in 2022Q2. In addition, there have been 1 sales at an average price of $35.12 for 3,400.00 shares. Based on historical transaction data and DIVO's current price of $42.77, Ulrich Consultants & Investment Group, LLC's estimated gain on his DIVO holdings is $288,372.52, reflecting a 18.69% gain to date.

Ulrich Consultants & Investment Group, LLC DIVO ($42.77) Holding Chart

Ulrich Consultants & Investment Group, LLC DIVO ($42.77) 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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