Aspire Wealth Management Corp HFXI Holdings History
Aspire Wealth Management Corp's NYLI FTSE International Equity Currency Neutral ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 224,755.00 shares of NYLI FTSE International Equity Currency Neutral ETF(HFXI), totaling $6.21 Mil. This investment constitutes 3.35% of their stock portfolio, and Aspire Wealth Management Corp now holds 0.78% of the outstanding NYLI FTSE International Equity Currency Neutral ETF(HFXI) stock.
The initial trade took place in 2023Q3. And since then Aspire Wealth Management Corp has made 5 purchases of HFXI, at an average price of $26.29, for a total of 224,755.00 shares. Based on historical transaction data and HFXI's current price of $29.41, Aspire Wealth Management Corp's estimated gain on his HFXI holdings is $701,914.79, reflecting a 11.88% gain to date.
Aspire Wealth Management Corp HFXI ($29.41) Holding Chart
Aspire Wealth Management Corp HFXI ($29.41) 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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