1858 WEALTH MANAGEMENT, LLC IAT Holdings History
1858 WEALTH MANAGEMENT, LLC's iShares U.S. Regional Banks ETF Holding Summary
As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held - shares of iShares U.S. Regional Banks ETF(IAT), totaling N/A. This investment constitutes 0% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares U.S. Regional Banks ETF(IAT) stock.
The initial trade took place in 2024Q4. And since then 1858 WEALTH MANAGEMENT, LLC has made 1 purchases of IAT, at an average price of $51.75, for a total of 19,975.00 shares. In addition, there have been 1 sales at an average price of $50.16 for 19,975.00 shares. Based on historical transaction data and IAT's current price of $52.41, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his IAT holdings is $-31,760.25, reflecting a -3.07% gain to date.
1858 WEALTH MANAGEMENT, LLC IAT ($52.41) Holding Chart
1858 WEALTH MANAGEMENT, LLC IAT ($52.41) 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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