Avestar Capital, LLC ACWI Holdings History

Number of Shares
10,900.00
Current Holdings Value*
$1.27 Mil
% of Portfolio
0.11%
Total Estimate Gain
$851,439.66
% of Total Estimate Gain
13.08%

Avestar Capital, LLC's iShares MSCI ACWI Index Fund Holding Summary

As of 2025-03-31, Avestar Capital, LLC held 10,900.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $1.27 Mil. This investment constitutes 0.11% of their stock portfolio, and Avestar Capital, LLC now holds 0.01% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.

The initial trade took place in 2018Q2. And since then Avestar Capital, LLC has made 4 purchases of ACWI, at an average price of $111.62, for a total of 58,324.00 shares. In addition, there have been 2 sales at an average price of $102.54 for 11,055.00 shares. Based on historical transaction data and ACWI's current price of $131.75, Avestar Capital, LLC's estimated gain on his ACWI holdings is $851,439.66, reflecting a 13.08% gain to date.

Avestar Capital, LLC ACWI ($131.75) Holding Chart

Avestar Capital, LLC ACWI ($131.75) 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 %

Top Ranked Articles

  • 1