Number of Shares
34,072.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
2.12%
Total Estimate Gain
$-28,560.67
% of Total Estimate Gain
-0.74%

Chokshi & Queen Wealth Advisors, Inc's ProShares S&P 500 Dividend Aristocrats ETF Holding Summary

As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 34,072.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $3.48 Mil. This investment constitutes 2.12% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0.03% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $101.55 for 2,751.00 shares. Based on historical transaction data and NOBL's current price of $104.57, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his NOBL holdings is $-28,560.67, reflecting a -0.74% gain to date.

Chokshi & Queen Wealth Advisors, Inc NOBL ($104.57) Holding Chart

Chokshi & Queen Wealth Advisors, Inc NOBL ($104.57) 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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