Comprehensive Wealth Management, LLC ADIV Holdings History
Comprehensive Wealth Management, LLC's SmartETFs Asia Pacific Dividend Builder ETF Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 152,612.00 shares of SmartETFs Asia Pacific Dividend Builder ETF(ADIV), totaling $2.35 Mil. This investment constitutes 1.63% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 26.31% of the outstanding SmartETFs Asia Pacific Dividend Builder ETF(ADIV) stock.
The initial trade took place in 2025Q1. And since then Comprehensive Wealth Management, LLC has made 1 purchases of ADIV, at an average price of $15.64, for a total of 152,612.00 shares. Based on historical transaction data and ADIV's current price of $17.69, Comprehensive Wealth Management, LLC's estimated gain on his ADIV holdings is $312,854.60, reflecting a 13.11% gain to date.
Comprehensive Wealth Management, LLC ADIV ($17.69) Holding Chart
Comprehensive Wealth Management, LLC ADIV ($17.69) 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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