Able Wealth Management LLC ACWI Holdings History
Able Wealth Management LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 63,403.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $7.38 Mil. This investment constitutes 4.35% of their stock portfolio, and Able Wealth Management LLC now holds 0.04% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2023Q4. And since then Able Wealth Management LLC has made 4 purchases of ACWI, at an average price of $96.03, for a total of 64,666.00 shares. In addition, there have been 1 sales at an average price of $120.02 for 1,263.00 shares. Based on historical transaction data and ACWI's current price of $131.63, Able Wealth Management LLC's estimated gain on his ACWI holdings is $2.29 Mil, reflecting a 36.83% gain to date.
Able Wealth Management LLC ACWI ($131.63) Holding Chart
Able Wealth Management LLC ACWI ($131.63) 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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