DDFG, Inc LRGF Holdings History

Number of Shares
214,030.00
Current Holdings Value*
$12.39 Mil
% of Portfolio
3.43%
Total Estimate Gain
$2.16 Mil
% of Total Estimate Gain
18.69%

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 $64.13, DDFG, Inc's estimated gain on his LRGF holdings is $2.16 Mil, reflecting a 18.69% gain to date.

DDFG, Inc LRGF ($64.13) Holding Chart

DDFG, Inc LRGF ($64.13) 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 %

Top Ranked Articles

  • 1