Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
21.81%

Annis Gardner Whiting Capital Advisors, LLC's iShares MSCI ACWI Index Fund Holding Summary

As of 2025-03-31, Annis Gardner Whiting Capital Advisors, LLC held - shares of iShares MSCI ACWI Index Fund(ACWI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Annis Gardner Whiting Capital Advisors, LLC now holds 0% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.

The initial trade took place in 2023Q3. And since then Annis Gardner Whiting Capital Advisors, LLC has made 4 purchases of ACWI, at an average price of $98.36, for a total of 79,864.00 shares. In addition, there have been 1 sales at an average price of $119.81 for 79,864.00 shares. Based on historical transaction data and ACWI's current price of $129.76, Annis Gardner Whiting Capital Advisors, LLC's estimated gain on his ACWI holdings is $1.71 Mil, reflecting a 21.81% gain to date.

Annis Gardner Whiting Capital Advisors, LLC ACWI ($129.76) Holding Chart

Annis Gardner Whiting Capital Advisors, LLC ACWI ($129.76) 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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