Number of Shares
216,469.00
Current Holdings Value*
$6.59 Mil
% of Portfolio
5.04%
Total Estimate Gain
$742,090.90
% of Total Estimate Gain
11.99%

Copley Financial Group, Inc.'s VanEck Real Assets ETF Holding Summary

As of 2025-03-31, Copley Financial Group, Inc. held 216,469.00 shares of VanEck Real Assets ETF(RAAX), totaling $6.59 Mil. This investment constitutes 5.04% of their stock portfolio, and Copley Financial Group, Inc. now holds 5.15% of the outstanding VanEck Real Assets ETF(RAAX) stock.

The initial trade took place in 2024Q3. And since then Copley Financial Group, Inc. has made 2 purchases of RAAX, at an average price of $28.58, for a total of 216,469.00 shares. Based on historical transaction data and RAAX's current price of $32.01, Copley Financial Group, Inc.'s estimated gain on his RAAX holdings is $742,090.90, reflecting a 11.99% gain to date.

Copley Financial Group, Inc. RAAX ($32.01) Holding Chart

Copley Financial Group, Inc. RAAX ($32.01) 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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