Number of Shares
19,768.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
2.33%
Total Estimate Gain
$705,626.84
% of Total Estimate Gain
26.11%

4WEALTH ADVISORS, INC.'s NVIDIA Corp Holding Summary

As of 2025-03-31, 4WEALTH ADVISORS, INC. held 19,768.00 shares of NVIDIA Corp(NVDA), totaling $2.14 Mil. This investment constitutes 2.33% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2024Q4. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of NVDA, at an average price of $136.71, for a total of 19,768.00 shares. Based on historical transaction data and NVDA's current price of $172.41, 4WEALTH ADVISORS, INC.'s estimated gain on his NVDA holdings is $705,626.84, reflecting a 26.11% gain to date.

4WEALTH ADVISORS, INC. NVDA ($172.41) Holding Chart

4WEALTH ADVISORS, INC. NVDA ($172.41) 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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