Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-31,760.25
% of Total Estimate Gain
-3.07%

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 $51.93, 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 ($51.93) Holding Chart

1858 WEALTH MANAGEMENT, LLC IAT ($51.93) 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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