Number of Shares
1,194.00
Current Holdings Value*
$990,000.00
% of Portfolio
0.39%
Total Estimate Gain
$-17,550.82
% of Total Estimate Gain
-1.68%

Briaud Financial Planning, Inc's Eli Lilly and Co Holding Summary

As of 2025-03-31, Briaud Financial Planning, Inc held 1,194.00 shares of Eli Lilly and Co(LLY), totaling $990,000.00. This investment constitutes 0.39% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2023Q3. And since then Briaud Financial Planning, Inc has made 3 purchases of LLY, at an average price of $780.56, for a total of 1,340.00 shares. In addition, there have been 1 sales at an average price of $583.70 for 146.00 shares. Based on historical transaction data and LLY's current price of $789.93, Briaud Financial Planning, Inc's estimated gain on his LLY holdings is $-17,550.82, reflecting a -1.68% gain to date.

Briaud Financial Planning, Inc LLY ($789.93) Holding Chart

Briaud Financial Planning, Inc LLY ($789.93) 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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