WT Wealth Management ENFR Holdings History
Number of Shares
158,647.00
Current Holdings Value*
$5.20 Mil
% of Portfolio
1.69%
Total Estimate Gain
$-8,761.16
% of Total Estimate Gain
-0.17%
WT Wealth Management's Alerian Energy Infrastructure ETF Holding Summary
As of 2025-03-31, WT Wealth Management held 158,647.00 shares of Alerian Energy Infrastructure ETF(ENFR), totaling $5.20 Mil. This investment constitutes 1.69% of their stock portfolio, and WT Wealth Management now holds 1.71% of the outstanding Alerian Energy Infrastructure ETF(ENFR) stock.
The initial trade took place in 2024Q3. And since then WT Wealth Management has made 3 purchases of ENFR, at an average price of $31.75, for a total of 158,647.00 shares. Based on historical transaction data and ENFR's current price of $31.69, WT Wealth Management's estimated gain on his ENFR holdings is $-8,761.16, reflecting a -0.17% gain to date.
WT Wealth Management ENFR ($31.69) Holding Chart
WT Wealth Management ENFR ($31.69) 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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