Number of Shares
336,500.00
Current Holdings Value*
$19.48 Mil
% of Portfolio
6.94%
Total Estimate Gain
$7.87 Mil
% of Total Estimate Gain
42.91%

Beirne Wealth Consulting Services, LLC's iShares U.S. Equity Factor ETF Holding Summary

As of 2025-03-31, Beirne Wealth Consulting Services, LLC held 336,500.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $19.48 Mil. This investment constitutes 6.94% of their stock portfolio, and Beirne Wealth Consulting Services, LLC now holds 0.85% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.

The initial trade took place in 2021Q2. And since then Beirne Wealth Consulting Services, LLC has made 7 purchases of LRGF, at an average price of $42.33, for a total of 433,516.00 shares. In addition, there have been 8 sales at an average price of $46.41 for 97,016.00 shares. Based on historical transaction data and LRGF's current price of $64.56, Beirne Wealth Consulting Services, LLC's estimated gain on his LRGF holdings is $7.87 Mil, reflecting a 42.91% gain to date.

Beirne Wealth Consulting Services, LLC LRGF ($64.56) Holding Chart

Beirne Wealth Consulting Services, LLC LRGF ($64.56) 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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