Atwater Malick LLC ACWX Holdings History
Number of Shares
8,674.00
Current Holdings Value*
$480,970.00
% of Portfolio
0.16%
Total Estimate Gain
$51,610.30
% of Total Estimate Gain
10.84%
Atwater Malick LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2025-03-31, Atwater Malick LLC held 8,674.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $480,970.00. This investment constitutes 0.16% of their stock portfolio, and Atwater Malick LLC now holds 0.01% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2025Q1. And since then Atwater Malick LLC has made 1 purchases of ACWX, at an average price of $54.91, for a total of 8,674.00 shares. Based on historical transaction data and ACWX's current price of $60.86, Atwater Malick LLC's estimated gain on his ACWX holdings is $51,610.30, reflecting a 10.84% gain to date.
Atwater Malick LLC ACWX ($60.86) Holding Chart
Atwater Malick LLC ACWX ($60.86) 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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