Number of Shares
471,586.00
Current Holdings Value*
$16.95 Mil
% of Portfolio
3.87%
Total Estimate Gain
$30,961.51
% of Total Estimate Gain
0.18%

Wagner Wealth Management, LLC's AB Short Duration High Yield ETF Holding Summary

As of 2025-06-30, Wagner Wealth Management, LLC held 471,586.00 shares of AB Short Duration High Yield ETF(SYFI), totaling $16.95 Mil. This investment constitutes 3.87% of their stock portfolio, and Wagner Wealth Management, LLC now holds 2.15% of the outstanding AB Short Duration High Yield ETF(SYFI) stock.

The initial trade took place in 2025Q1. And since then Wagner Wealth Management, LLC has made 1 purchases of SYFI, at an average price of $35.89, for a total of 488,481.00 shares. In addition, there have been 1 sales at an average price of $35.35 for 16,895.00 shares. Based on historical transaction data and SYFI's current price of $35.98, Wagner Wealth Management, LLC's estimated gain on his SYFI holdings is $30,961.51, reflecting a 0.18% gain to date.

Wagner Wealth Management, LLC SYFI ($35.98) Holding Chart

Wagner Wealth Management, LLC SYFI ($35.98) 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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