Number of Shares
1,628.00
Current Holdings Value*
$558,200.00
% of Portfolio
0.61%
Total Estimate Gain
$-133,180.23
% of Total Estimate Gain
-5.25%

Bright Futures Wealth Management, LLC.'s Everest Group Ltd Holding Summary

As of 2025-03-31, Bright Futures Wealth Management, LLC. held 1,628.00 shares of Everest Group Ltd(EG), totaling $558,200.00. This investment constitutes 0.61% of their stock portfolio, and Bright Futures Wealth Management, LLC. now holds 0% of the outstanding Everest Group Ltd(EG) stock.

The initial trade took place in 2024Q1. And since then Bright Futures Wealth Management, LLC. has made 2 purchases of EG, at an average price of $375.21, for a total of 6,766.00 shares. In addition, there have been 2 sales at an average price of $362.64 for 5,138.00 shares. Based on historical transaction data and EG's current price of $333.07, Bright Futures Wealth Management, LLC.'s estimated gain on his EG holdings is $-133,180.23, reflecting a -5.25% gain to date.

Bright Futures Wealth Management, LLC. EG ($333.07) Holding Chart

Bright Futures Wealth Management, LLC. EG ($333.07) 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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