Atlas Private Wealth Management, LLC BYLD Holdings History
Atlas Private Wealth Management, LLC's iShares Yield Optimized Bond ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 377,165.00 shares of iShares Yield Optimized Bond ETF(BYLD), totaling $8.43 Mil. This investment constitutes 3.54% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding iShares Yield Optimized Bond ETF(BYLD) stock.
The initial trade took place in 2023Q4. And since then Atlas Private Wealth Management, LLC has made 2 purchases of BYLD, at an average price of $21.66, for a total of 377,165.00 shares. Based on historical transaction data and BYLD's current price of $22.51, Atlas Private Wealth Management, LLC's estimated gain on his BYLD holdings is $319,169.71, reflecting a 3.91% gain to date.
Atlas Private Wealth Management, LLC BYLD ($22.51) Holding Chart
Atlas Private Wealth Management, LLC BYLD ($22.51) 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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