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 %

Top Ranked Articles

  • 1