Atlantic Edge Private Wealth Management, LLC EMXC Holdings History
Atlantic Edge Private Wealth Management, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 125,753.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $6.93 Mil. This investment constitutes 2.12% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0.05% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.
The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 3 purchases of EMXC, at an average price of $53.21, for a total of 242,270.00 shares. In addition, there have been 2 sales at an average price of $56.24 for 116,517.00 shares. Based on historical transaction data and EMXC's current price of $64.29, Atlantic Edge Private Wealth Management, LLC's estimated gain on his EMXC holdings is $1.75 Mil, reflecting a 13.55% gain to date.
Atlantic Edge Private Wealth Management, LLC EMXC ($64.29) Holding Chart
Atlantic Edge Private Wealth Management, LLC EMXC ($64.29) 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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