AFFINITY WEALTH MANAGEMENT LLC LRGF Holdings History
AFFINITY WEALTH MANAGEMENT LLC's iShares U.S. Equity Factor ETF Holding Summary
As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 650,407.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $41.71 Mil. This investment constitutes 6.66% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 1.6% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2022Q1. And since then AFFINITY WEALTH MANAGEMENT LLC has made 4 purchases of LRGF, at an average price of $51.37, for a total of 1.18 Mil shares. In addition, there have been 2 sales at an average price of $41.12 for 531,126.00 shares. Based on historical transaction data and LRGF's current price of $64.96, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his LRGF holdings is $3.39 Mil, reflecting a 5.58% gain to date.
AFFINITY WEALTH MANAGEMENT LLC LRGF ($64.96) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC LRGF ($64.96) 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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