Number of Shares
221,489.00
Current Holdings Value*
$8.85 Mil
% of Portfolio
3.5%
Total Estimate Gain
$3.05 Mil
% of Total Estimate Gain
30.84%

CGC Financial Services, LLC's iShares MSCI Intl Momentum Factor ET Holding Summary

As of 2025-03-31, CGC Financial Services, LLC held 221,489.00 shares of iShares MSCI Intl Momentum Factor ET(IMTM), totaling $8.85 Mil. This investment constitutes 3.5% of their stock portfolio, and CGC Financial Services, LLC now holds 0.36% of the outstanding iShares MSCI Intl Momentum Factor ET(IMTM) stock.

The initial trade took place in 2023Q2. In addition, there have been 7 sales at an average price of $36.74 for 81,073.00 shares. Based on historical transaction data and IMTM's current price of $44.89, CGC Financial Services, LLC's estimated gain on his IMTM holdings is $3.05 Mil, reflecting a 30.84% gain to date.

CGC Financial Services, LLC IMTM ($44.89) Holding Chart

CGC Financial Services, LLC IMTM ($44.89) 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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