Avidian Wealth Enterprises, LLC IEFA Holdings History
Avidian Wealth Enterprises, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 1.87 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $141.73 Mil. This investment constitutes 6.31% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.11% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q2. And since then Avidian Wealth Enterprises, LLC has made 17 purchases of IEFA, at an average price of $64.42, for a total of 3.73 Mil shares. In addition, there have been 7 sales at an average price of $64.96 for 1.86 Mil shares. Based on historical transaction data and IEFA's current price of $83.04, Avidian Wealth Enterprises, LLC's estimated gain on his IEFA holdings is $35.89 Mil, reflecting a 14.93% gain to date.
Avidian Wealth Enterprises, LLC IEFA ($83.04) Holding Chart
Avidian Wealth Enterprises, LLC IEFA ($83.04) 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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