Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$143,163.71
% of Total Estimate Gain
17.86%

Certus Wealth Management, LLC's iShares U.S. Infrastructure ETF Holding Summary

As of 2025-03-31, Certus Wealth Management, LLC held - shares of iShares U.S. Infrastructure ETF(IFRA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Certus Wealth Management, LLC now holds 0% of the outstanding iShares U.S. Infrastructure ETF(IFRA) stock.

The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 4 purchases of IFRA, at an average price of $39.41, for a total of 20,337.00 shares. In addition, there have been 3 sales at an average price of $46.45 for 20,337.00 shares. Based on historical transaction data and IFRA's current price of $51.40, Certus Wealth Management, LLC's estimated gain on his IFRA holdings is $143,163.71, reflecting a 17.86% gain to date.

Certus Wealth Management, LLC IFRA ($51.40) Holding Chart

Certus Wealth Management, LLC IFRA ($51.40) 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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