Aspire Wealth Management Corp EFV Holdings History
Aspire Wealth Management Corp's iShares MSCI EAFE Value ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 22,669.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $1.30 Mil. This investment constitutes 0.7% of their stock portfolio, and Aspire Wealth Management Corp now holds 0.01% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 7 purchases of EFV, at an average price of $51.34, for a total of 45,987.00 shares. In addition, there have been 4 sales at an average price of $51.01 for 23,318.00 shares. Based on historical transaction data and EFV's current price of $63.14, Aspire Wealth Management Corp's estimated gain on his EFV holdings is $259,527.31, reflecting a 10.99% gain to date.
Aspire Wealth Management Corp EFV ($63.14) Holding Chart
Aspire Wealth Management Corp EFV ($63.14) 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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