ALTFEST L J & CO INC MINV Holdings History
ALTFEST L J & CO INC's Matthews Asia Innovators Active ETF Holding Summary
As of 2025-03-31, ALTFEST L J & CO INC held 823,945.00 shares of Matthews Asia Innovators Active ETF(MINV), totaling $23.05 Mil. This investment constitutes 2.89% of their stock portfolio, and ALTFEST L J & CO INC now holds 43.37% of the outstanding Matthews Asia Innovators Active ETF(MINV) stock.
The initial trade took place in 2022Q3. And since then ALTFEST L J & CO INC has made 8 purchases of MINV, at an average price of $23.32, for a total of 1.29 Mil shares. In addition, there have been 3 sales at an average price of $26.67 for 469,681.00 shares. Based on historical transaction data and MINV's current price of $31.06, ALTFEST L J & CO INC's estimated gain on his MINV holdings is $7.95 Mil, reflecting a 26.35% gain to date.
ALTFEST L J & CO INC MINV ($31.06) Holding Chart
ALTFEST L J & CO INC MINV ($31.06) 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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