AFFINITY WEALTH MANAGEMENT LLC IAI Holdings History
AFFINITY WEALTH MANAGEMENT LLC's iShares U.S. Broker-Dealers ETF Holding Summary
As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held - shares of iShares U.S. Broker-Dealers ETF(IAI), totaling N/A. This investment constitutes 0% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0% of the outstanding iShares U.S. Broker-Dealers ETF(IAI) stock.
The initial trade took place in 2021Q3. And since then AFFINITY WEALTH MANAGEMENT LLC has made 5 purchases of IAI, at an average price of $118.34, for a total of 570,306.00 shares. In addition, there have been 3 sales at an average price of $116.10 for 570,306.00 shares. Based on historical transaction data and IAI's current price of $171.73, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his IAI holdings is $-1.28 Mil, reflecting a -1.90% gain to date.
AFFINITY WEALTH MANAGEMENT LLC IAI ($171.73) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC IAI ($171.73) 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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