Capital Advisors, Ltd. LLC ITA Holdings History
Capital Advisors, Ltd. LLC's iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 14,157.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $2.17 Mil. This investment constitutes 0.29% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.03% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2020Q1. And since then Capital Advisors, Ltd. LLC has made 10 purchases of ITA, at an average price of $93.95, for a total of 20,144.00 shares. In addition, there have been 9 sales at an average price of $142.59 for 5,987.00 shares. Based on historical transaction data and ITA's current price of $193.99, Capital Advisors, Ltd. LLC's estimated gain on his ITA holdings is $1.71 Mil, reflecting a 90.22% gain to date.
Capital Advisors, Ltd. LLC ITA ($193.99) Holding Chart
Capital Advisors, Ltd. LLC ITA ($193.99) 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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