Number of Shares
3,596.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
0.54%
Total Estimate Gain
$1.96 Mil
% of Total Estimate Gain
33.43%

180 WEALTH ADVISORS, LLC's BlackRock Inc Holding Summary

As of 2025-03-31, 180 WEALTH ADVISORS, LLC held 3,596.00 shares of BlackRock Inc(BLK), totaling $3.40 Mil. This investment constitutes 0.54% of their stock portfolio, and 180 WEALTH ADVISORS, LLC now holds 0% of the outstanding BlackRock Inc(BLK) stock.

The initial trade took place in 2018Q2. And since then 180 WEALTH ADVISORS, LLC has made 15 purchases of BLK, at an average price of $772.58, for a total of 7,585.00 shares. In addition, there have been 7 sales at an average price of $950.20 for 3,989.00 shares. Based on historical transaction data and BLK's current price of $1120.37, 180 WEALTH ADVISORS, LLC's estimated gain on his BLK holdings is $1.96 Mil, reflecting a 33.43% gain to date.

180 WEALTH ADVISORS, LLC BLK ($1120.37) Holding Chart

180 WEALTH ADVISORS, LLC BLK ($1120.37) 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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