Altium Wealth Management LLC IEFA Holdings History
Altium Wealth Management LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2022-06-30, Altium Wealth Management LLC held 2.17 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $127.83 Mil. This investment constitutes 9.22% of their stock portfolio, and Altium Wealth Management LLC now holds 0.15% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then Altium Wealth Management LLC has made 13 purchases of IEFA, at an average price of $65.40, for a total of 2.53 Mil shares. In addition, there have been 4 sales at an average price of $68.42 for 362,512.00 shares. Based on historical transaction data and IEFA's current price of $83.28, Altium Wealth Management LLC's estimated gain on his IEFA holdings is $39.93 Mil, reflecting a 24.09% gain to date.
Altium Wealth Management LLC IEFA ($83.28) Holding Chart
Altium Wealth Management LLC IEFA ($83.28) 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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