Number of Shares
59,677.00
Current Holdings Value*
$4.17 Mil
% of Portfolio
3.34%
Total Estimate Gain
$925,680.99
% of Total Estimate Gain
12.24%

Alpha Financial Partners, LLC's iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, Alpha Financial Partners, LLC held 59,677.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $4.17 Mil. This investment constitutes 3.34% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0.01% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2022Q4. And since then Alpha Financial Partners, LLC has made 7 purchases of IXUS, at an average price of $65.48, for a total of 115,453.00 shares. In addition, there have been 2 sales at an average price of $69.25 for 55,776.00 shares. Based on historical transaction data and IXUS's current price of $77.47, Alpha Financial Partners, LLC's estimated gain on his IXUS holdings is $925,680.99, reflecting a 12.24% gain to date.

Alpha Financial Partners, LLC IXUS ($77.47) Holding Chart

Alpha Financial Partners, LLC IXUS ($77.47) 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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