Artemis Wealth Advisors, LLC ITA Holdings History
Artemis Wealth Advisors, LLC's iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-03-31, Artemis Wealth Advisors, LLC held 8,375.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $1.28 Mil. This investment constitutes 0.27% of their stock portfolio, and Artemis Wealth Advisors, LLC now holds 0.02% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2022Q2. And since then Artemis Wealth Advisors, LLC has made 7 purchases of ITA, at an average price of $103.06, for a total of 16,635.00 shares. In addition, there have been 1 sales at an average price of $114.06 for 8,260.00 shares. Based on historical transaction data and ITA's current price of $189.78, Artemis Wealth Advisors, LLC's estimated gain on his ITA holdings is $817,146.41, reflecting a 47.66% gain to date.
Artemis Wealth Advisors, LLC ITA ($189.78) Holding Chart
Artemis Wealth Advisors, LLC ITA ($189.78) 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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