Capital Advisors Wealth Management, LLC EMXC Holdings History
Capital Advisors Wealth Management, LLC's iShares MSCI Emerging Markets ex China ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held - shares of iShares MSCI Emerging Markets ex China ETF(EMXC), totaling N/A. This investment constitutes 0% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0% of the outstanding iShares MSCI Emerging Markets ex China ETF(EMXC) stock.
The initial trade took place in 2024Q2. And since then Capital Advisors Wealth Management, LLC has made 3 purchases of EMXC, at an average price of $57.73, for a total of 121,502.00 shares. In addition, there have been 1 sales at an average price of $56.10 for 121,502.00 shares. Based on historical transaction data and EMXC's current price of $63.95, Capital Advisors Wealth Management, LLC's estimated gain on his EMXC holdings is $-198,447.73, reflecting a -2.83% gain to date.
Capital Advisors Wealth Management, LLC EMXC ($63.95) Holding Chart
Capital Advisors Wealth Management, LLC EMXC ($63.95) 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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