Number of Shares
214,030.00
Current Holdings Value*
$12.39 Mil
% of Portfolio
3.43%
Total Estimate Gain
$2.17 Mil
% of Total Estimate Gain
18.80%
DDFG, Inc's iShares U.S. Equity Factor ETF Holding Summary
As of 2025-03-31, DDFG, Inc held 214,030.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $12.39 Mil. This investment constitutes 3.43% of their stock portfolio, and DDFG, Inc now holds 0.54% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2024Q1. And since then DDFG, Inc has made 5 purchases of LRGF, at an average price of $54.03, for a total of 214,030.00 shares. Based on historical transaction data and LRGF's current price of $64.19, DDFG, Inc's estimated gain on his LRGF holdings is $2.17 Mil, reflecting a 18.80% gain to date.
DDFG, Inc LRGF ($64.19) Holding Chart
DDFG, Inc LRGF ($64.19) 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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