Number of Shares
1.24 Mil
Current Holdings Value*
$60.84 Mil
% of Portfolio
4.39%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
2.66%

Altium Wealth Management LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2022-06-30, Altium Wealth Management LLC held 1.24 Mil shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $60.84 Mil. This investment constitutes 4.39% of their stock portfolio, and Altium Wealth Management LLC now holds 0.09% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2018Q2. And since then Altium Wealth Management LLC has made 15 purchases of IEMG, at an average price of $58.27, for a total of 1.28 Mil shares. In addition, there have been 2 sales at an average price of $52.41 for 36,927.00 shares. Based on historical transaction data and IEMG's current price of $60.04, Altium Wealth Management LLC's estimated gain on his IEMG holdings is $1.98 Mil, reflecting a 2.66% gain to date.

Altium Wealth Management LLC IEMG ($60.04) Holding Chart

Altium Wealth Management LLC IEMG ($60.04) 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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