Asset Planning,Inc LLY Holdings History
Number of Shares
14,030.00
Current Holdings Value*
$11.59 Mil
% of Portfolio
9.18%
Total Estimate Gain
$-562,665.52
% of Total Estimate Gain
-4.77%
Asset Planning,Inc's Eli Lilly and Co Holding Summary
As of 2025-03-31, Asset Planning,Inc held 14,030.00 shares of Eli Lilly and Co(LLY), totaling $11.59 Mil. This investment constitutes 9.18% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $832.09 for 241.00 shares. Based on historical transaction data and LLY's current price of $786.92, Asset Planning,Inc's estimated gain on his LLY holdings is $-562,665.52, reflecting a -4.77% gain to date.
Asset Planning,Inc LLY ($786.92) Holding Chart
Asset Planning,Inc LLY ($786.92) 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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