CLIENT 1ST ADVISORY GROUP, LLC IXC Holdings History
Number of Shares
47,712.00
Current Holdings Value*
$2.01 Mil
% of Portfolio
0.78%
Total Estimate Gain
$-65,786.97
% of Total Estimate Gain
-3.37%
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 $39.52, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his IXC holdings is $-65,786.97, reflecting a -3.37% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC IXC ($39.52) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC IXC ($39.52) 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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