Carroll Financial Associates, Inc. KLDW Holdings History
Carroll Financial Associates, Inc.'s Knowledge Leaders Developed World ETF Holding Summary
As of 2021-12-31, Carroll Financial Associates, Inc. held 2.57 Mil shares of Knowledge Leaders Developed World ETF(KLDW), totaling $122.97 Mil. This investment constitutes 6.61% of their stock portfolio, and Carroll Financial Associates, Inc. now holds 61.14% of the outstanding Knowledge Leaders Developed World ETF(KLDW) stock.
The initial trade took place in 2021Q3. And since then Carroll Financial Associates, Inc. has made 2 purchases of KLDW, at an average price of $47.84, for a total of 2.57 Mil shares. Based on historical transaction data and KLDW's current price of $44.65, Carroll Financial Associates, Inc.'s estimated gain on his KLDW holdings is $-8.18 Mil, reflecting a -6.66% gain to date.
Carroll Financial Associates, Inc. KLDW ($44.65) Holding Chart
Carroll Financial Associates, Inc. KLDW ($44.65) 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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