Number of Shares
8,375.00
Current Holdings Value*
$1.28 Mil
% of Portfolio
0.27%
Total Estimate Gain
$809,860.16
% of Total Estimate Gain
47.24%

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 $188.91, Artemis Wealth Advisors, LLC's estimated gain on his ITA holdings is $809,860.16, reflecting a 47.24% gain to date.

Artemis Wealth Advisors, LLC ITA ($188.91) Holding Chart

Artemis Wealth Advisors, LLC ITA ($188.91) 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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