Number of Shares
942,273.00
Current Holdings Value*
$51.91 Mil
% of Portfolio
2.31%
Total Estimate Gain
$7.50 Mil
% of Total Estimate Gain
12.73%

Avidian Wealth Enterprises, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary

As of 2025-03-31, Avidian Wealth Enterprises, LLC held 942,273.00 shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling $51.91 Mil. This investment constitutes 2.31% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.36% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.

The initial trade took place in 2022Q3. And since then Avidian Wealth Enterprises, LLC has made 9 purchases of EMXC, at an average price of $55.78, for a total of 1.06 Mil shares. In addition, there have been 2 sales at an average price of $56.06 for 113,534.00 shares. Based on historical transaction data and EMXC's current price of $63.70, Avidian Wealth Enterprises, LLC's estimated gain on his EMXC holdings is $7.50 Mil, reflecting a 12.73% gain to date.

Avidian Wealth Enterprises, LLC EMXC ($63.70) Holding Chart

Avidian Wealth Enterprises, LLC EMXC ($63.70) 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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