Comprehensive Wealth Management, LLC HDG Holdings History
Comprehensive Wealth Management, LLC's ProShares Hedge Replication ETF Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 34,039.00 shares of ProShares Hedge Replication ETF(HDG), totaling $1.66 Mil. This investment constitutes 1.15% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 6.95% of the outstanding ProShares Hedge Replication ETF(HDG) stock.
The initial trade took place in 2021Q1. And since then Comprehensive Wealth Management, LLC has made 4 purchases of HDG, at an average price of $50.56, for a total of 71,777.00 shares. In addition, there have been 4 sales at an average price of $51.81 for 37,738.00 shares. Based on historical transaction data and HDG's current price of $49.74, Comprehensive Wealth Management, LLC's estimated gain on his HDG holdings is $18,760.17, reflecting a 0.52% gain to date.
Comprehensive Wealth Management, LLC HDG ($49.74) Holding Chart
Comprehensive Wealth Management, LLC HDG ($49.74) 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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