Capital Advisory Group Advisory Services, LLC IYE Holdings History
Capital Advisory Group Advisory Services, LLC's iShares U.S. Energy ETF Holding Summary
As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 24,640.00 shares of iShares U.S. Energy ETF(IYE), totaling $1.11 Mil. This investment constitutes 0.4% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0.1% of the outstanding iShares U.S. Energy ETF(IYE) stock.
The initial trade took place in 2018Q2. And since then Capital Advisory Group Advisory Services, LLC has made 13 purchases of IYE, at an average price of $37.83, for a total of 91,818.00 shares. In addition, there have been 13 sales at an average price of $35.71 for 67,178.00 shares. Based on historical transaction data and IYE's current price of $46.84, Capital Advisory Group Advisory Services, LLC's estimated gain on his IYE holdings is $79,765.40, reflecting a 2.30% gain to date.
Capital Advisory Group Advisory Services, LLC IYE ($46.84) Holding Chart
Capital Advisory Group Advisory Services, LLC IYE ($46.84) 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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