Number of Shares
47,712.00
Current Holdings Value*
$2.01 Mil
% of Portfolio
0.78%
Total Estimate Gain
$-35,728.41
% of Total Estimate Gain
-1.83%

CLIENT 1ST ADVISORY GROUP, LLC's iShares Global Energy ETF Holding Summary

As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 47,712.00 shares of iShares Global Energy ETF(IXC), totaling $2.01 Mil. This investment constitutes 0.78% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.11% of the outstanding iShares Global Energy ETF(IXC) stock.

The initial trade took place in 2024Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 4 purchases of IXC, at an average price of $40.90, for a total of 47,712.00 shares. Based on historical transaction data and IXC's current price of $40.15, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his IXC holdings is $-35,728.41, reflecting a -1.83% gain to date.

CLIENT 1ST ADVISORY GROUP, LLC IXC ($40.15) Holding Chart

CLIENT 1ST ADVISORY GROUP, LLC IXC ($40.15) 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 %

Top Ranked Articles

  • 1