Number of Shares
36,214.00
Current Holdings Value*
$413,560.00
% of Portfolio
0.11%
Total Estimate Gain
$-3.21 Mil
% of Total Estimate Gain
-21.05%

Coastal Bridge Advisors, LLC's iShares S&P Global Clean Energy Index Fund Holding Summary

As of 2025-03-31, Coastal Bridge Advisors, LLC held 36,214.00 shares of iShares S&P Global Clean Energy Index Fund(ICLN), totaling $413,560.00. This investment constitutes 0.11% of their stock portfolio, and Coastal Bridge Advisors, LLC now holds 0.03% of the outstanding iShares S&P Global Clean Energy Index Fund(ICLN) stock.

The initial trade took place in 2020Q1. And since then Coastal Bridge Advisors, LLC has made 7 purchases of ICLN, at an average price of $21.50, for a total of 710,176.00 shares. In addition, there have been 14 sales at an average price of $17.17 for 673,962.00 shares. Based on historical transaction data and ICLN's current price of $13.46, Coastal Bridge Advisors, LLC's estimated gain on his ICLN holdings is $-3.21 Mil, reflecting a -21.05% gain to date.

Coastal Bridge Advisors, LLC ICLN ($13.46) Holding Chart

Coastal Bridge Advisors, LLC ICLN ($13.46) 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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