Arkadios Wealth Advisors EUSA Holdings History
Number of Shares
365,580.00
Current Holdings Value*
$34.21 Mil
% of Portfolio
1.29%
Total Estimate Gain
$7.32 Mil
% of Total Estimate Gain
24.46%
Arkadios Wealth Advisors's iShares MSCI USA Equal Weighted ETF Holding Summary
As of 2025-03-31, Arkadios Wealth Advisors held 365,580.00 shares of iShares MSCI USA Equal Weighted ETF(EUSA), totaling $34.21 Mil. This investment constitutes 1.29% of their stock portfolio, and Arkadios Wealth Advisors now holds 2.48% of the outstanding iShares MSCI USA Equal Weighted ETF(EUSA) stock.
The initial trade took place in 2021Q2. And since then Arkadios Wealth Advisors has made 16 purchases of EUSA, at an average price of $81.85, for a total of 365,580.00 shares. Based on historical transaction data and EUSA's current price of $101.87, Arkadios Wealth Advisors's estimated gain on his EUSA holdings is $7.32 Mil, reflecting a 24.46% gain to date.
Arkadios Wealth Advisors EUSA ($101.87) Holding Chart
Arkadios Wealth Advisors EUSA ($101.87) 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 % |
Top Ranked Articles
- 1