Wagner Wealth Management, LLC HYFI Holdings History
Number of Shares
569,440.00
Current Holdings Value*
$21.34 Mil
% of Portfolio
4.87%
Total Estimate Gain
$553,921.87
% of Total Estimate Gain
2.66%
Wagner Wealth Management, LLC's AB High Yield ETF Holding Summary
As of 2025-06-30, Wagner Wealth Management, LLC held 569,440.00 shares of AB High Yield ETF(HYFI), totaling $21.34 Mil. This investment constitutes 4.87% of their stock portfolio, and Wagner Wealth Management, LLC now holds 10.76% of the outstanding AB High Yield ETF(HYFI) stock.
The initial trade took place in 2023Q4. And since then Wagner Wealth Management, LLC has made 7 purchases of HYFI, at an average price of $36.58, for a total of 569,440.00 shares. Based on historical transaction data and HYFI's current price of $37.56, Wagner Wealth Management, LLC's estimated gain on his HYFI holdings is $553,921.87, reflecting a 2.66% gain to date.
Wagner Wealth Management, LLC HYFI ($37.56) Holding Chart
Wagner Wealth Management, LLC HYFI ($37.56) 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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