Number of Shares
145,944.00
Current Holdings Value*
$4.21 Mil
% of Portfolio
4.59%
Total Estimate Gain
$55,425.13
% of Total Estimate Gain
1.26%

4WEALTH ADVISORS, INC.'s Monarch ProCap Index ETF Holding Summary

As of 2025-03-31, 4WEALTH ADVISORS, INC. held 145,944.00 shares of Monarch ProCap Index ETF(MPRO), totaling $4.21 Mil. This investment constitutes 4.59% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 1.81% of the outstanding Monarch ProCap Index ETF(MPRO) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $29.06 for 3,047.00 shares. Based on historical transaction data and MPRO's current price of $29.94, 4WEALTH ADVISORS, INC.'s estimated gain on his MPRO holdings is $55,425.13, reflecting a 1.26% gain to date.

4WEALTH ADVISORS, INC. MPRO ($29.94) Holding Chart

4WEALTH ADVISORS, INC. MPRO ($29.94) 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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