DWM Financial Group, Inc. ARKK Holdings History
Number of Shares
39,487.00
Current Holdings Value*
$4.92 Mil
% of Portfolio
8.38%
Total Estimate Gain
$-1.16 Mil
% of Total Estimate Gain
-27.46%
DWM Financial Group, Inc.'s ARK Innovation ETF Holding Summary
As of 2020-12-31, DWM Financial Group, Inc. held 39,487.00 shares of ARK Innovation ETF(ARKK), totaling $4.92 Mil. This investment constitutes 8.38% of their stock portfolio, and DWM Financial Group, Inc. now holds 0.02% of the outstanding ARK Innovation ETF(ARKK) stock.
The initial trade took place in 2020Q4. And since then DWM Financial Group, Inc. has made 1 purchases of ARKK, at an average price of $107.01, for a total of 39,487.00 shares. Based on historical transaction data and ARKK's current price of $77.63, DWM Financial Group, Inc.'s estimated gain on his ARKK holdings is $-1.16 Mil, reflecting a -27.46% gain to date.
DWM Financial Group, Inc. ARKK ($77.63) Holding Chart
DWM Financial Group, Inc. ARKK ($77.63) 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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