CHB Investment Group, LLC URTH Holdings History
Number of Shares
7,711.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
0.63%
Total Estimate Gain
$117,553.57
% of Total Estimate Gain
9.80%
CHB Investment Group, LLC's iShares MSCI World ETF Holding Summary
As of 2025-03-31, CHB Investment Group, LLC held 7,711.00 shares of iShares MSCI World ETF(URTH), totaling $1.18 Mil. This investment constitutes 0.63% of their stock portfolio, and CHB Investment Group, LLC now holds 0.03% of the outstanding iShares MSCI World ETF(URTH) stock.
The initial trade took place in 2024Q3. And since then CHB Investment Group, LLC has made 2 purchases of URTH, at an average price of $155.63, for a total of 7,711.00 shares. Based on historical transaction data and URTH's current price of $170.87, CHB Investment Group, LLC's estimated gain on his URTH holdings is $117,553.57, reflecting a 9.80% gain to date.
CHB Investment Group, LLC URTH ($170.87) Holding Chart
CHB Investment Group, LLC URTH ($170.87) 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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